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

JFS 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 Q2	$124K	Buy	+1,283	New	+$123K	0.01%	398
2024 Q2	–	Sell	-595	Closed	-$53.4K	–	2006
2024 Q1	$53.4K	Buy	595 +469	+372%	+$41.3K	﹤0.01%	415
2023 Q4	$11.2K	Hold	126	–	–	﹤0.01%	740
2023 Q3	$10.4K	Hold	126	–	–	﹤0.01%	710
2023 Q2	$10.9K	Buy	+126	New	+$10.8K	﹤0.01%	704
2022 Q1	–	Sell	-324	Closed	-$35K	–	1861
2021 Q4	$35K	Buy	+324	New	+$35.3K	﹤0.01%	478
2020 Q3	–	Sell	-7	Closed	-$1K	–	568
2020 Q2	$1K	Buy	+7	New	+$724	﹤0.01%	509
2019 Q4	–	Sell	-375	Closed	-$43K	–	527
2019 Q3	$43K	Buy	+375	New	+$42.7K	0.01%	250
2016 Q2	–	Sell	-49	Closed	-$5K	–	534
2016 Q1	$5K	Hold	49	–	–	﹤0.01%	451
2015 Q4	$5K	Buy	+49	New	+$5.28K	﹤0.01%	449
2015 Q3	–	Sell	-200	Closed	-$22K	–	505
2015 Q2	$22K	Hold	200	–	–	0.01%	260
2015 Q1	$22K	Buy	+200	New	+$22.2K	0.01%	262

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

JFS Wealth Advisors's EMB Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 1,283 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in EMB as recently as Q1 2024.

JFS Wealth Advisors first reported a position in EMB in Q1 2015 and has held it in 12 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

JFS Wealth Advisors held 1,283 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $124K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #398 holding.
JFS Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 12 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.