Icon Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Icon Wealth 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 Q1	–	Sell	-23,875	Closed	-$2.3M	–	405
2025 Q4	$2.3M	Sell	23,875 -44	-0.2%	-$4.23K	0.15%	99
2025 Q3	$2.28M	Sell	23,919 -633	-3%	-$59.3K	0.15%	102
2025 Q2	$2.27M	Buy	24,552 +2,593	+12%	+$233K	0.16%	99
2025 Q1	$1.99M	Buy	21,959 +6,944	+46%	+$629K	0.16%	102
2024 Q4	$1.34M	Sell	15,015 -308	-2%	-$28.1K	0.11%	133
2024 Q3	$1.43M	Buy	15,323 +104	+0.7%	+$9.48K	0.12%	125
2024 Q2	$1.38M	Sell	15,219 -5,506	-27%	-$488K	0.12%	125
2024 Q1	$1.86M	Buy	20,725 +8,744	+73%	+$770K	0.17%	101
2023 Q4	$1.07M	Buy	+11,981	New	+$1.01M	0.11%	121
2022 Q4	–	Sell	-2,303	Closed	-$183K	–	357
2022 Q3	$183K	Buy	+2,303	New	+$197K	0.02%	308

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Icon Wealth Advisors's EMB Position: Q1 2026 in Review

Icon Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 23,875 shares — an estimated $2.3M sold.

Icon Wealth Advisors first reported a position in EMB in Q3 2022 and held it in 10 quarters. The position peaked at $2.3M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Icon Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 23,875 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $2.3M.
Icon Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.3M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.