EWA
EMB icon

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

Exencial 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 		$869K Buy
9,253
+260
+3% +$25K 0.03% 316
2025
Q4 		$866K Sell
8,993
-158
-2% -$15.2K 0.03% 318
2025
Q3 		$871K Buy
9,151
+560
+7% +$52.4K 0.03% 308
2025
Q2 		$796K Sell
8,591
-831
-9% -$74.8K 0.03% 311
2025
Q1 		$854K Sell
9,422
-106
-1% -$9.6K 0.03% 296
2024
Q4 		$848K Sell
9,528
-682
-7% -$62.3K 0.03% 303
2024
Q3 		$955K Sell
10,210
-708
-6% -$64.5K 0.03% 282
2024
Q2 		$966K Sell
10,918
-763
-7% -$67.6K 0.04% 274
2024
Q1 		$1.05M Sell
11,681
-873
-7% -$76.9K 0.04% 272
2023
Q4 		$1.12M Sell
12,554
-565
-4% -$47.6K 0.05% 251
2023
Q3 		$1.08M Sell
13,119
-2,334
-15% -$199K 0.05% 229
2023
Q2 		$1.34M Sell
15,453
-1,028
-6% -$87.7K 0.06% 213
2023
Q1 		$1.42M Sell
16,481
-1,860
-10% -$160K 0.07% 196
2022
Q4 		$1.55M Sell
18,341
-2,387
-12% -$197K 0.08% 192
2022
Q3 		$1.65M Sell
20,728
-1,872
-8% -$160K 0.1% 175
2022
Q2 		$1.93M Buy
22,600
+133
+0.6% +$12K 0.11% 172
2022
Q1 		$2.2M Buy
22,467
+610
+3% +$61.8K 0.11% 181
2021
Q4 		$2.38M Buy
+21,857
New +$2.38M 0.12% 177
2021
Q3 		– Sell
-20,154
Closed -$2.27M – 357
2021
Q2 		$2.27M Buy
20,154
+2,197
+12% +$244K 0.12% 172
2021
Q1 		$1.96M Buy
+17,957
New +$2.01M 0.12% 171

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Exencial Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.9% in Q1 2026, buying an estimated $25K and bringing the position to 9,253 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #316.

Exencial Wealth Advisors first reported a position in EMB in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.38M in Q4 2021. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Exencial Wealth Advisors held 9,253 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $869K as of Q1 2026.
  • Exencial Wealth Advisors bought 260 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $25K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #316 holding.
  • Exencial Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Exencial Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.38M in Q4 2021.
  • 844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.