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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
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 		$2.7K 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

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

Evolution Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.5% in Q1 2026, selling an estimated $24.7K and leaving 16,788 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #57.

Evolution Wealth Advisors first reported a position in EMB in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.3M in Q1 2022. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Evolution Wealth Advisors held 16,788 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.58M as of Q1 2026.
  • Evolution Wealth Advisors sold 257 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $24.7K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.16% of Evolution Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • Evolution Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Evolution Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.3M in Q1 2022.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.