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

Evolution 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 Q2	$1.52M	Sell	15,808 -980	-6%	-$93.9K	0.18%	65
2026 Q1	$1.58M	Sell	16,788 -257	-2%	-$24.7K	0.16%	57
2025 Q4	$1.64M	Buy	17,045 +1,159	+7%	+$111K	0.17%	52
2025 Q3	$1.51M	Sell	15,886 -851	-5%	-$79.7K	0.2%	57
2025 Q2	$1.55M	Buy	16,737 +31	+0.2%	+$2.79K	0.23%	55
2025 Q1	$1.51M	Sell	16,706 -32	-0.2%	-$2.9K	0.25%	54
2024 Q4	$1.49M	Sell	16,738 -96	-0.6%	-$8.76K	0.25%	54
2024 Q3	$1.58M	Buy	16,834 +303	+2%	+$27.6K	0.28%	51
2024 Q2	$1.46M	Buy	16,531 +1,360	+9%	+$121K	0.29%	52
2024 Q1	$1.36M	Hold	15,171	–	–	0.26%	52
2023 Q4	$1.35M	Buy	15,171 +3,815	+34%	+$321K	0.27%	50
2023 Q3	$937K	Buy	11,356 +2,150	+23%	+$183K	0.21%	55
2023 Q2	$797K	Buy	9,206 +795	+9%	+$67.9K	0.18%	56
2023 Q1	$726K	Sell	8,411 -230	-3%	-$19.8K	0.17%	56
2022 Q4	$731K	Sell	8,641 -700	-7%	-$57.9K	0.18%	59
2022 Q3	$742K	Sell	9,341 -26,583	-74%	-$2.27M	0.2%	56
2022 Q2	$3.06M	Buy	35,924 +2,145	+6%	+$194K	0.78%	32
2022 Q1	$3.3M	Buy	33,779 +9,015	+36%	+$913K	0.68%	29
2021 Q4	$2.7M	Buy	24,764 +4,648	+23%	+$507K	0.41%	34
2021 Q3	$2.21M	Buy	20,116 +193	+1%	+$21.7K	0.47%	32
2021 Q2	$2.24M	Buy	19,923 +23	+0.1%	+$2.56K	0.46%	41
2021 Q1	$2.17M	Sell	19,900 -515	-3%	-$57.6K	0.48%	41
2020 Q4	$2.37M	Buy	20,415 +943	+5%	+$107K	0.53%	41
2020 Q3	$2.16M	Buy	19,472 +246	+1%	+$27.6K	0.59%	34
2020 Q2	$2.1M	Buy	+19,226	New	+$1.99M	0.69%	27
2019 Q1	–	Sell	-15,778	Closed	-$1.64M	–	111
2018 Q4	$1.64M	Buy	+15,778	New	+$1.65M	0.75%	34

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

Evolution Wealth Advisors's EMB Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.8% in Q2 2026, selling an estimated $93.9K and leaving 15,808 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #65.

Evolution Wealth Advisors first reported a position in EMB in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.3M in Q1 2022. 835 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Evolution Wealth Advisors held 15,808 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.52M as of Q2 2026.
Evolution Wealth Advisors sold 980 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $93.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.18% of Evolution Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Evolution Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 26 quarters since.
Evolution Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.3M in Q1 2022.
835 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.