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

Endowment 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 		$785K Buy
8,137
+279
+4% +$26.7K 0.3% 62
2026
Q1 		$738K Sell
7,858
-68
-0.9% -$6.53K 0.33% 59
2025
Q4 		$763K Buy
7,926
+589
+8% +$56.6K 0.35% 60
2025
Q3 		$698K Buy
7,337
+146
+2% +$13.7K 0.32% 67
2025
Q2 		$666K Sell
7,191
-147
-2% -$13.2K 0.34% 60
2025
Q1 		$665K Buy
7,338
+166
+2% +$15K 0.43% 57
2024
Q4 		$639K Buy
7,172
+444
+7% +$40.5K 0.43% 58
2024
Q3 		$630K Buy
6,728
+233
+4% +$21.2K 0.41% 59
2024
Q2 		$575K Buy
6,495
+87
+1% +$7.71K 0.42% 59
2024
Q1 		$575K Buy
6,408
+850
+15% +$74.9K 0.43% 57
2023
Q4 		$495K Sell
5,558
-451
-8% -$38K 0.41% 58
2023
Q3 		$496K Buy
6,009
+107
+2% +$9.13K 0.45% 59
2023
Q2 		$511K Buy
5,902
+1
+0% +$85 0.47% 57
2023
Q1 		$505K Sell
5,901
-245
-4% -$21.1K 0.51% 52
2022
Q4 		$520K Buy
6,146
+20
+0.3% +$1.65K 0.57% 43
2022
Q3 		$486K Buy
6,126
+116
+2% +$9.92K 0.59% 45
2022
Q2 		$513K Buy
6,010
+146
+2% +$13.2K 0.62% 39
2022
Q1 		$573K Buy
5,864
+646
+12% +$65.5K 0.6% 36
2021
Q4 		$569K Buy
+5,218
New +$569K 0.58% 37

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

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

Endowment Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.6% in Q2 2026, buying an estimated $26.7K and bringing the position to 8,137 shares worth $785K. The position accounts for 0.3% of the portfolio, ranked #62.

Endowment Wealth Management first reported a position in EMB in Q4 2021 and has held it in 19 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Endowment Wealth Management held 8,137 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $785K as of Q2 2026.
  • Endowment Wealth Management bought 279 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $26.7K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.3% of Endowment Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Endowment Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.