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

Evolution 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
Q1 		$37.4K Sell
398
-9
-2% -$865 0.03% 320
2025
Q4 		$39.2K Buy
+407
New +$39.1K 0.03% 269

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 Management's EMB Position: Q1 2026 in Review

Evolution Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.2% in Q1 2026, selling an estimated $865 and leaving 398 shares worth $37.4K. The position accounts for 0.03% of the portfolio, ranked #320.

Evolution Wealth Management first reported a position in EMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $39.2K in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Evolution Wealth Management held 398 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $37.4K as of Q1 2026.
  • Evolution Wealth Management sold 9 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $865.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Evolution Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $39.2K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.