Forthright Family Wealth Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-7,287	Closed	-$653K	–	65
2026 Q1	$653K	Buy	+7,287	New	+$700K	0.44%	35
2024 Q3	–	Sell	-7,240	Closed	-$641K	–	67
2024 Q2	$641K	Sell	7,240 -47	-0.6%	-$4.17K	0.41%	37
2024 Q1	$653K	Buy	7,287 +819	+13%	+$72.1K	0.44%	35
2023 Q4	$576K	Buy	+6,468	New	+$545K	0.45%	33

Other funds holding EMB

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Forthright Family Wealth Advisory's EMB Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 7,287 shares — an estimated $653K sold.

Forthright Family Wealth Advisory first reported a position in EMB in Q4 2023 and held it in 4 quarters. The position peaked at $653K in Q1 2026. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 7,287 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $653K.
Forthright Family Wealth Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $653K in Q1 2026.
364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.