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GeoWealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

GeoWealth 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 		– Sell
-27,219
Closed -$2.62M – 867
2025
Q4 		$2.62M Sell
27,219
-54,146
-67% -$5.2M 0.1% 132
2025
Q3 		$7.75M Buy
81,365
+76,593
+1,605% +$7.17M 0.28% 46
2025
Q2 		$442K Sell
4,772
-6,117
-56% -$551K 0.02% 429
2025
Q1 		$986K Buy
10,889
+14
+0.1% +$1.27K 0.04% 270
2024
Q4 		$968K Sell
10,875
-20
-0.2% -$1.83K 0.03% 303
2024
Q3 		$1.02M Sell
10,895
-1,654
-13% -$151K 0.04% 306
2024
Q2 		$1.11M Sell
12,549
-358
-3% -$31.7K 0.05% 247
2024
Q1 		$1.16M Sell
12,907
-498
-4% -$43.9K 0.04% 266
2023
Q4 		$1.2M Buy
13,405
+3,886
+41% +$327K 0.1% 191
2023
Q3 		$784K Sell
9,519
-11,934
-56% -$1.02M 0.09% 162
2023
Q2 		$1.85M Sell
21,453
-17,554
-45% -$1.5M 0.2% 89
2023
Q1 		$3.36M Buy
39,007
+2,154
+6% +$186K 0.39% 49
2022
Q4 		$3.12M Buy
36,853
+2,651
+8% +$219K 0.33% 63
2022
Q3 		$2.71M Sell
34,202
-1,019
-3% -$87.1K 0.3% 70
2022
Q2 		$3M Buy
35,221
+2,559
+8% +$231K 0.4% 59
2022
Q1 		$3.19M Buy
32,662
+12,678
+63% +$1.28M 0.28% 84
2021
Q4 		$2.18M Buy
19,984
+5,102
+34% +$557K 0.18% 98
2021
Q3 		$1.64M Buy
14,882
+13,992
+1,572% +$1.57M 0.13% 128
2021
Q2 		$99K Buy
+890
New +$99K 0.01% 208
2020
Q1 		– Sell
-3,032
Closed -$347K – 95
2019
Q4 		$347K Sell
3,032
-3,958
-57% -$447K 0.19% 70
2019
Q3 		$792K Buy
6,990
+4,080
+140% +$464K 0.18% 78
2019
Q2 		$330K Buy
+2,910
New +$321K 0.87% 27

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

GeoWealth Management's EMB Position: Q1 2026 in Review

GeoWealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 27,219 shares — an estimated $2.62M sold.

GeoWealth Management first reported a position in EMB in Q2 2019 and held it in 22 quarters. The position peaked at $7.75M in Q3 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • GeoWealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 27,219 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $2.62M.
  • GeoWealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 22 quarters.
  • GeoWealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.75M in Q3 2025.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.