Heritage Family Offices’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Heritage Family Offices’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	$2.53M	Sell	26,282 -7,599	-22%	-$728K	0.98%	25
2026 Q1	$3.18M	Sell	33,881 -12,269	-27%	-$1.18M	1.41%	17
2025 Q4	$4.44M	Sell	46,150 -2,505	-5%	-$241K	2.02%	9
2025 Q3	$4.63M	Sell	48,655 -4,136	-8%	-$387K	2.16%	7
2025 Q2	$4.77M	Buy	52,791 +5	+0%	+$450	2.41%	7
2025 Q1	$4.78M	Buy	52,786 +1,238	+2%	+$112K	2.45%	7
2024 Q4	$4.59M	Buy	51,548 +1,225	+2%	+$112K	2.29%	7
2024 Q3	$4.71M	Sell	50,323 -32	-0.1%	-$2.92K	2.43%	7
2024 Q2	$4.46M	Buy	+50,355	New	+$4.46M	2.47%	7

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

Heritage Family Offices's EMB Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 22% in Q2 2026, selling an estimated $728K and leaving 26,282 shares worth $2.53M. The position accounts for 0.98% of the portfolio, ranked #25.

Heritage Family Offices first reported a position in EMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.78M in Q1 2025. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Heritage Family Offices held 26,282 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.53M as of Q2 2026.
Heritage Family Offices sold 7,599 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $728K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.98% of Heritage Family Offices's portfolio in Q2 2026, its #25 holding.
Heritage Family Offices first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.78M in Q1 2025.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.