Lake Street Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lake Street Private 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	$9.04M	Buy	93,688 +2,041	+2%	+$195K	1.03%	26
2026 Q1	$8.61M	Buy	91,647 +33,354	+57%	+$3.2M	1.1%	24
2025 Q4	$5.61M	Buy	58,293 +11,254	+24%	+$1.08M	0.69%	42
2025 Q3	$4.48M	Buy	47,039 +1,605	+4%	+$150K	0.58%	55
2025 Q2	$4.21M	Buy	45,434 +1,965	+5%	+$177K	0.6%	56
2025 Q1	$3.94M	Buy	43,469 +2,197	+5%	+$199K	0.64%	52
2024 Q4	$3.67M	Buy	+41,272	New	+$3.77M	0.59%	53

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

Lake Street Private Wealth's EMB Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.2% in Q2 2026, buying an estimated $195K and bringing the position to 93,688 shares worth $9.04M. The position accounts for 1.03% of the portfolio, ranked #26.

Lake Street Private Wealth first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Lake Street Private Wealth held 93,688 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $9.04M as of Q2 2026.
Lake Street Private Wealth bought 2,041 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $195K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #26 holding.
Lake Street Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.