Endeavor Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Endeavor Private Wealth’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	$427K	Sell	4,424 -2,952	-40%	-$283K	0.1%	144
2026 Q1	$693K	Sell	7,376 -9,153	-55%	-$879K	0.2%	95
2025 Q4	$1.59M	Buy	16,529 +435	+3%	+$41.8K	0.46%	63
2025 Q3	$1.53M	Buy	16,094 +3,923	+32%	+$367K	0.47%	59
2025 Q2	$1.13M	Buy	12,171 +297	+3%	+$26.7K	0.53%	52
2025 Q1	$1.08M	Buy	11,874 +8,647	+268%	+$783K	0.58%	48
2024 Q4	$288K	Buy	+3,227	New	+$295K	0.27%	52

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

Endeavor Private Wealth's EMB Position: Q2 2026 in Review

Endeavor Private Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 40% in Q2 2026, selling an estimated $283K and leaving 4,424 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #144.

Endeavor Private Wealth first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Endeavor Private Wealth held 4,424 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $427K as of Q2 2026.
Endeavor Private Wealth sold 2,952 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $283K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.1% of Endeavor Private Wealth's portfolio in Q2 2026, its #144 holding.
Endeavor Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
Endeavor Private Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.59M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.