Fortis Capital Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Fortis Capital 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 Q2	$414K	Sell	4,289 -346	-7%	-$33.1K	0.05%	274
2026 Q1	$435K	Sell	4,635 -712	-13%	-$68.4K	0.06%	249
2025 Q4	$515K	Buy	5,347 +1,955	+58%	+$188K	0.08%	194
2025 Q3	$323K	Buy	+3,392	New	+$318K	0.05%	222
2023 Q2	–	Sell	-188	Closed	-$16.2K	–	256
2023 Q1	$16.2K	Sell	188 -64	-25%	-$5.52K	0.01%	421
2022 Q4	$21.3K	Buy	+252	New	+$20.8K	0.01%	399

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

NFA

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

Fortis Capital Advisors's EMB Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.5% in Q2 2026, selling an estimated $33.1K and leaving 4,289 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #274.

Fortis Capital Advisors first reported a position in EMB in Q4 2022 and has held it in 6 quarters since. The position peaked at $515K in Q4 2025. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Fortis Capital Advisors held 4,289 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $414K as of Q2 2026.
Fortis Capital Advisors sold 346 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $33.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #274 holding.
Fortis Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 6 quarters since.
Fortis Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $515K in Q4 2025.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.