Diversify Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Diversify Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Sell	3,120 -2,449	-44%	-$235K	0.01%	1059
2026 Q1	$532K	Sell	5,569 -8,325	-60%	-$800K	0.01%	795
2025 Q4	$1.34M	Buy	13,894 +10,375	+295%	+$997K	0.06%	268
2025 Q3	$338K	Buy	+3,519	New	+$329K	0.02%	439
2025 Q1	–	Sell	-4,415	Closed	-$392K	–	519
2024 Q4	$392K	Sell	4,415 -547	-11%	-$49.9K	0.03%	388
2024 Q3	$451K	Sell	4,962 -1,010	-17%	-$92.1K	0.04%	334
2024 Q2	$536K	Buy	+5,972	New	+$529K	0.07%	257

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Diversify Wealth Management's EMB Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 44% in Q2 2026, selling an estimated $235K and leaving 3,120 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1059.

Diversify Wealth Management first reported a position in EMB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Diversify Wealth Management held 3,120 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $296K as of Q2 2026.
Diversify Wealth Management sold 2,449 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $235K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1059 holding.
Diversify Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and has held it in 7 quarters since.
Diversify Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.34M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.