Evergreen Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Evergreen Capital 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	$2.19M	Hold	22,678	–	–	0.04%	326
2026 Q1	$2.13M	Sell	22,678 -3,567	-14%	-$343K	0.05%	306
2025 Q4	$2.53M	Buy	26,245 +3,426	+15%	+$329K	0.06%	274
2025 Q3	$2.17M	Hold	22,819	–	–	0.05%	276
2025 Q2	$2.11M	Buy	22,819 +651	+3%	+$58.6K	0.06%	255
2025 Q1	$2.01M	Hold	22,168	–	–	0.07%	253
2024 Q4	$1.98M	Sell	22,168 -1,050	-5%	-$95.8K	0.06%	252
2024 Q3	$2.17M	Hold	23,218	–	–	0.07%	239
2024 Q2	$2.05M	Sell	23,218 -9,440	-29%	-$837K	0.07%	234
2024 Q1	$2.93M	Buy	32,658 +450	+1%	+$39.6K	0.11%	194
2023 Q4	$2.87M	Sell	32,208 -1,988	-6%	-$167K	0.12%	193
2023 Q3	$2.82M	Sell	34,196 -408	-1%	-$34.8K	0.12%	184
2023 Q2	$2.99M	Buy	34,604 +833	+2%	+$71.1K	0.13%	182
2023 Q1	$2.91M	Buy	33,771 +1,238	+4%	+$107K	0.13%	179
2022 Q4	$2.75M	Buy	32,533 +3,519	+12%	+$291K	0.13%	185
2022 Q3	$2.3M	Buy	29,014 +19,769	+214%	+$1.69M	0.12%	198
2022 Q2	$789K	Buy	+9,245	New	+$836K	0.04%	274

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

Evergreen Capital Management's EMB Position: Q2 2026 in Review

Evergreen Capital Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 22,678 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #326.

Evergreen Capital Management first reported a position in EMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.99M in Q2 2023. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Evergreen Capital Management held 22,678 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.19M as of Q2 2026.
Evergreen Capital Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #326 holding.
Evergreen Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and has held it in 17 quarters since.
Evergreen Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.99M in Q2 2023.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.