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

Lifelong 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	–	Sell	-5,311	Closed	-$499K	–	100
2026 Q1	$499K	Buy	5,311 +120	+2%	+$11.5K	0.13%	54
2025 Q4	$500K	Buy	5,191 +1,511	+41%	+$145K	0.13%	51
2025 Q3	$350K	Buy	3,680 +226	+7%	+$21.2K	0.1%	59
2025 Q2	$320K	Buy	3,454 +199	+6%	+$17.9K	0.11%	57
2025 Q1	$295K	Buy	3,255 +653	+25%	+$59.1K	0.14%	54
2024 Q4	$232K	Buy	+2,602	New	+$238K	0.1%	61

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

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

Lifelong Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 5,311 shares — an estimated $499K sold.

Lifelong Wealth Advisors first reported a position in EMB in Q4 2024 and held it in 6 quarters. The position peaked at $500K in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Lifelong Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Lifelong Wealth Advisors sold 5,311 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $499K.
Lifelong Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 6 quarters.
Lifelong Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $500K in Q4 2025.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.