Foundations Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Foundations Investment 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	$274K	Sell	2,846 -120	-4%	-$11.5K	﹤0.01%	1007
2026 Q1	$279K	Sell	2,966 -186	-6%	-$17.9K	﹤0.01%	941
2025 Q4	$303K	Sell	3,152 -640	-17%	-$61.5K	﹤0.01%	888
2025 Q3	$361K	Sell	3,792 -7,965	-68%	-$746K	0.01%	770
2025 Q2	$1.09M	Sell	11,757 -1,033	-8%	-$93K	0.02%	418
2025 Q1	$1.16M	Buy	12,790 +3,666	+40%	+$332K	0.02%	376
2024 Q4	$812K	Sell	9,124 -15	-0.2%	-$1.37K	0.02%	441
2024 Q3	$855K	Buy	9,139 +728	+9%	+$66.4K	0.02%	391
2024 Q2	$744K	Sell	8,411 -67,163	-89%	-$5.95M	0.02%	408
2024 Q1	$6.78M	Buy	75,574 +40,868	+118%	+$3.6M	0.18%	103
2023 Q4	$3.07M	Sell	34,706 -28,830	-45%	-$2.43M	0.08%	177
2023 Q3	$5.24M	Sell	63,536 -6,158	-9%	-$525K	0.16%	107
2023 Q2	$6.03M	Sell	69,694 -57,568	-45%	-$4.91M	0.2%	83
2023 Q1	$11M	Buy	127,262 +118,816	+1,407%	+$10.2M	0.39%	43
2022 Q4	$714K	Sell	8,446 -6,235	-42%	-$515K	0.03%	233
2022 Q3	$1.17M	Buy	14,681 +2,077	+16%	+$178K	0.05%	151
2022 Q2	$1.07M	Buy	12,604 +1,581	+14%	+$143K	0.04%	136
2022 Q1	$1.03M	Buy	11,023 +549	+5%	+$55.6K	0.04%	124
2021 Q4	$1.11M	Sell	10,474 -1,121	-10%	-$122K	0.04%	118
2021 Q3	$1.27M	Sell	11,595 -6,137	-35%	-$689K	0.06%	99
2021 Q2	$1.99M	Buy	17,732 +6,751	+61%	+$751K	0.1%	78
2021 Q1	$1.2M	Sell	10,981 -61	-0.6%	-$6.82K	0.07%	83
2020 Q4	$1.26M	Buy	+11,042	New	+$1.25M	0.08%	67
2020 Q1	–	Sell	-7,076	Closed	-$808K	–	124
2019 Q4	$808K	Buy	7,076 +3,966	+128%	+$448K	0.1%	76
2019 Q3	$351K	Sell	3,110 -17,456	-85%	-$1.99M	0.05%	99
2019 Q2	$2.34M	Sell	20,566 -34,924	-63%	-$3.85M	0.35%	24
2019 Q1	$6.11M	Buy	55,490 +14,339	+35%	+$1.55M	1.06%	18
2018 Q4	$4.48M	Buy	+41,151	New	+$4.3M	0.95%	16

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

Foundations Investment Advisors's EMB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4% in Q2 2026, selling an estimated $11.5K and leaving 2,846 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Foundations Investment Advisors first reported a position in EMB in Q4 2018 and has held it in 28 quarters since. The position peaked at $11M in Q1 2023. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Foundations Investment Advisors held 2,846 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $274K as of Q2 2026.
Foundations Investment Advisors sold 120 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $11.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1007 holding.
Foundations Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 28 quarters since.
Foundations Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11M in Q1 2023.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.