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

EverSource 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	$277K	Sell	2,945 -739	-20%	-$71K	0.01%	884
2025 Q4	$355K	Sell	3,684 -660	-15%	-$63.4K	0.01%	687
2025 Q3	$414K	Sell	4,344 -1,520	-26%	-$142K	0.02%	576
2025 Q2	$543K	Sell	5,864 -815	-12%	-$73.4K	0.02%	425
2025 Q1	$605K	Sell	6,679 -13,090	-66%	-$1.19M	0.03%	346
2024 Q4	$1.76M	Buy	19,769 +17,454	+754%	+$1.59M	0.1%	164
2024 Q3	$217K	Sell	2,315 -1,065	-32%	-$97.1K	0.01%	532
2024 Q2	$306K	Buy	3,380 +1,977	+141%	+$175K	0.02%	437
2024 Q1	$122K	Sell	1,403 -201	-13%	-$17.7K	0.01%	636
2023 Q4	$143K	Buy	1,604 +607	+61%	+$51.1K	0.01%	519
2023 Q3	$82.2K	Sell	997 -303	-23%	-$25.8K	0.01%	641
2023 Q2	$112K	Sell	1,300 -55	-4%	-$4.7K	0.01%	538
2023 Q1	$117K	Buy	1,355 +422	+45%	+$36.4K	0.01%	495
2022 Q4	$78.9K	Sell	933 -24	-3%	-$1.98K	0.01%	590
2022 Q3	$76K	Buy	957 +47	+5%	+$4.02K	0.02%	513
2022 Q2	$78K	Buy	910 +137	+18%	+$12.4K	0.02%	451
2022 Q1	$75K	Buy	773 +22	+3%	+$2.23K	0.02%	402
2021 Q4	$82K	Buy	+751	New	+$81.9K	0.02%	333

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

EverSource Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 20% in Q1 2026, selling an estimated $71K and leaving 2,945 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #884.

EverSource Wealth Advisors first reported a position in EMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q4 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

EverSource Wealth Advisors held 2,945 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $277K as of Q1 2026.
EverSource Wealth Advisors sold 739 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $71K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #884 holding.
EverSource Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.76M in Q4 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.