Emergent Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Emergent Wealth Advisors’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 Q1	–	Sell	-3,586	Closed	-$345K	–	129
2025 Q4	$345K	Buy	3,586 +880	+33%	+$84.6K	0.19%	93
2025 Q3	$258K	Buy	2,706 +309	+13%	+$28.9K	0.15%	99
2025 Q2	$222K	Buy	2,397 +56	+2%	+$5.04K	0.14%	106
2025 Q1	$212K	Sell	2,341 -29	-1%	-$2.63K	0.15%	100
2024 Q4	$211K	Buy	2,370 +125	+6%	+$11.4K	0.15%	105
2024 Q3	$210K	Buy	+2,245	New	+$205K	0.16%	101
2024 Q1	–	Sell	-2,361	Closed	-$210K	–	113
2023 Q4	$210K	Buy	+2,361	New	+$199K	0.2%	99

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Emergent Wealth Advisors's EMB Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,586 shares — an estimated $345K sold.

Emergent Wealth Advisors first reported a position in EMB in Q4 2023 and held it in 7 quarters. The position peaked at $345K in Q4 2025. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 3,586 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $345K.
Emergent Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 7 quarters.
Emergent Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $345K in Q4 2025.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.