Modern Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Modern Wealth Management’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	-17,302	Closed	-$1.67M	–	903
2025 Q4	$1.67M	Buy	17,302 +3,851	+29%	+$370K	0.03%	328
2025 Q3	$1.28M	Sell	13,451 -15,906	-54%	-$1.49M	0.03%	342
2025 Q2	$2.72M	Buy	29,357 +2,433	+9%	+$219K	0.07%	231
2025 Q1	$2.44M	Buy	26,924 +8,113	+43%	+$734K	0.08%	193
2024 Q4	$1.67M	Buy	18,811 +16,380	+674%	+$1.5M	0.06%	200
2024 Q3	$227K	Sell	2,431 -155	-6%	-$14.1K	0.01%	391
2024 Q2	$229K	Buy	+2,586	New	+$229K	0.02%	365

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Modern Wealth Management's EMB Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 17,302 shares — an estimated $1.67M sold.

Modern Wealth Management first reported a position in EMB in Q2 2024 and held it in 7 quarters. The position peaked at $2.72M in Q2 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Modern Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 17,302 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.67M.
Modern Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 7 quarters.
Modern Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.72M in Q2 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.