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

Kingswood 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	$1.77M	Buy	18,385 +1,855	+11%	+$178K	0.07%	286
2026 Q1	$1.55M	Buy	16,530 +2,028	+14%	+$195K	0.07%	276
2025 Q4	$1.4M	Buy	14,502 +1,910	+15%	+$184K	0.07%	287
2025 Q3	$1.2M	Sell	12,592 -787	-6%	-$73.7K	0.07%	276
2025 Q2	$1.24M	Buy	13,379 +2,562	+24%	+$231K	0.1%	224
2025 Q1	$980K	Buy	10,817 +3,951	+58%	+$358K	0.09%	247
2024 Q4	$611K	Buy	6,866 +4,030	+142%	+$368K	0.05%	387
2024 Q3	$265K	Buy	+2,836	New	+$258K	0.02%	608

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

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

Kingswood Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, buying an estimated $178K and bringing the position to 18,385 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #286.

Kingswood Wealth Advisors first reported a position in EMB in Q3 2024 and has held it in 8 quarters since. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Kingswood Wealth Advisors held 18,385 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.77M as of Q2 2026.
Kingswood Wealth Advisors bought 1,855 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $178K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Kingswood Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and has held it in 8 quarters since.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.