KW
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KWB Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

KWB Wealth’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 		– Sell
-2,763
Closed -$266K – 174
2026
Q1 		$266K Sell
2,763
-194
-7% -$18.6K 0.03% 146
2025
Q4 		$285K Buy
2,957
+4
+0.1% +$384 0.03% 156
2025
Q3 		$274K Buy
2,953
+380
+15% +$35.6K 0.03% 130
2025
Q2 		$233K Buy
+2,573
New +$232K 0.03% 149

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

KWB Wealth's EMB Position: Q2 2026 in Review

KWB Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,763 shares — an estimated $266K sold.

KWB Wealth first reported a position in EMB in Q2 2025 and held it in 4 quarters. The position peaked at $285K in Q4 2025. 170 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • KWB Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 2,763 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $266K.
  • KWB Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2025 and held it in 4 quarters.
  • KWB Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $285K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

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