Institute for Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Institute for Wealth 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 Q2	$5.79K	Buy	+60	New	+$5.75K	﹤0.01%	1432
2020 Q1	–	Sell	-714	Closed	-$82K	–	450
2019 Q4	$82K	Buy	+714	New	+$80.7K	0.02%	486

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

Institute for Wealth Management's EMB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 60 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #1432 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EMB as recently as Q4 2019.

Institute for Wealth Management first reported a position in EMB in Q4 2019 and has held it in 2 quarters since. The position peaked at $82K in Q4 2019. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Institute for Wealth Management held 60 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5.79K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Institute for Wealth Management position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1432 holding.
Institute for Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $82K in Q4 2019.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.