Legacy Financial Group (Iowa)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Legacy Financial Group (Iowa)’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 Q1	–	Sell	-12,857	Closed	-$1.24M	–	122
2025 Q4	$1.24M	Buy	12,857 +273	+2%	+$26.2K	0.15%	56
2025 Q3	$1.2M	Buy	12,584 +340	+3%	+$31.8K	0.16%	53
2025 Q2	$1.13M	Buy	12,244 +705	+6%	+$63.5K	0.16%	52
2025 Q1	$1.05M	Buy	11,539 +3,293	+40%	+$298K	0.16%	49
2024 Q4	$734K	Buy	+8,246	New	+$753K	0.12%	60
2024 Q3	–	Sell	-7,149	Closed	-$633K	–	66
2024 Q2	$633K	Sell	7,149 -3,086	-30%	-$274K	0.12%	63
2024 Q1	$918K	Buy	+10,235	New	+$901K	0.19%	48
2023 Q4	–	Sell	-6,956	Closed	-$574K	–	170
2023 Q3	$574K	Buy	+6,956	New	+$593K	0.14%	58

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Legacy Financial Group (Iowa)'s EMB Position: Q1 2026 in Review

Legacy Financial Group (Iowa) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 12,857 shares — an estimated $1.24M sold.

Legacy Financial Group (Iowa) first reported a position in EMB in Q3 2023 and held it in 8 quarters. The position peaked at $1.24M in Q4 2025. 845 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Legacy Financial Group (Iowa) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 12,857 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.24M.
Legacy Financial Group (Iowa) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and held it in 8 quarters.
Legacy Financial Group (Iowa)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.24M in Q4 2025.
845 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.