EWP
EMB icon

Elevation Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Elevation Wealth Partners’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
Q3 		$25.5K Buy
281
+235
+511% +$22.2K 0.01% 601
2026
Q2 		$4.44K Hold
46
– – ﹤0.01% 1046
2026
Q1 		$4.32K Hold
46
– – ﹤0.01% 746
2025
Q4 		$4.43K Hold
46
– – ﹤0.01% 656
2025
Q3 		$4.38K Hold
46
– – ﹤0.01% 505
2025
Q2 		$4.26K Hold
46
– – ﹤0.01% 410
2025
Q1 		$4.17K Hold
46
– – ﹤0.01% 419
2024
Q4 		$4.1K Hold
46
– – ﹤0.01% 422
2024
Q3 		$4.3K Hold
46
– – ﹤0.01% 399
2024
Q2 		$4.07K Hold
46
– – ﹤0.01% 396
2024
Q1 		$4.13K Hold
46
– – ﹤0.01% 398
2023
Q4 		$3.8K Hold
46
– – ﹤0.01% 382
2023
Q3 		$3.8K Hold
46
– – ﹤0.01% 286
2023
Q2 		$3.98K Hold
46
– – ﹤0.01% 290
2023
Q1 		$3.97K Buy
+46
New +$3.96K ﹤0.01% 293

Other funds holding EMB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Elevation Wealth Partners's EMB Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 511% in Q3 2026, buying an estimated $22.2K and bringing the position to 281 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #601.

Elevation Wealth Partners first reported a position in EMB in Q1 2023 and has held it in 15 quarters since. 45 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Elevation Wealth Partners held 281 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $25.5K as of Q3 2026.
  • Elevation Wealth Partners bought 235 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $22.2K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #601 holding.
  • Elevation Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.