Financial Gravity Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Financial Gravity Asset 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	$3.76K	Sell	40 -2	-5%	-$192	﹤0.01%	675
2025 Q4	$4.04K	Sell	42 -103	-71%	-$9.9K	﹤0.01%	567
2025 Q3	$13.8K	Buy	+145	New	+$13.6K	﹤0.01%	508
2025 Q1	$15.5K	Buy	+171	New	+$15.5K	﹤0.01%	522
2024 Q2	$67.2K	Sell	760 -970	-56%	-$86K	0.02%	224
2024 Q1	$154K	Hold	1,730	–	–	0.04%	148
2023 Q4	$154K	Buy	+1,730	New	+$146K	0.04%	147
2021 Q3	$110K	Sell	97 -3	-3%	-$337	0.05%	331
2021 Q2	$112K	Buy	+100	New	+$11.1K	0.04%	326
2020 Q4	$5K	Buy	+41	New	+$4.64K	﹤0.01%	230
2019 Q4	$140K	Buy	523 +193	+58%	+$21.8K	0.1%	206
2019 Q3	$37K	Sell	330 -207	-39%	-$23.5K	0.03%	337
2019 Q2	$61K	Sell	537 -687	-56%	-$75.7K	0.05%	290
2019 Q1	$134K	Buy	+1,224	New	+$132K	0.11%	176
2018 Q3	$115K	Buy	1,099 +60	+6%	+$6.45K	0.12%	187
2018 Q2	$110K	Buy	1,039 +369	+55%	+$40.3K	0.1%	194
2018 Q1	$73K	Buy	+670	New	+$76.1K	0.07%	236

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Financial Gravity Asset Management's EMB Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.8% in Q1 2026, selling an estimated $192 and leaving 40 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Financial Gravity Asset Management first reported a position in EMB in Q1 2018 and has held it in 17 quarters since. The position peaked at $154K in Q4 2023. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Financial Gravity Asset Management held 40 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.76K as of Q1 2026.
Financial Gravity Asset Management sold 2 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $192.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #675 holding.
Financial Gravity Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $154K in Q4 2023.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.