Moneta Group Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Moneta Group Investment 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 Q1	$601K	Sell	6,403 -1,367	-18%	-$131K	﹤0.01%	460
2025 Q4	$748K	Sell	7,770 -1,845	-19%	-$177K	0.01%	415
2025 Q3	$915K	Buy	+9,615	New	+$900K	0.01%	371
2021 Q4	–	Sell	-1,835	Closed	-$202K	–	482
2021 Q3	$202K	Buy	+1,835	New	+$206K	0.01%	436

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 $3.04B AUM

Moneta Group Investment Advisors's EMB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 18% in Q1 2026, selling an estimated $131K and leaving 6,403 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Moneta Group Investment Advisors first reported a position in EMB in Q3 2021 and has held it in 4 quarters since. The position peaked at $915K in Q3 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Moneta Group Investment Advisors held 6,403 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $601K as of Q1 2026.
Moneta Group Investment Advisors sold 1,367 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $131K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #460 holding.
Moneta Group Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and has held it in 4 quarters since.
Moneta Group Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $915K in Q3 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.