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 Q2	$252K	Sell	2,610 -3,793	-59%	-$363K	﹤0.01%	744
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 $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

Moneta Group Investment Advisors's EMB Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 59% in Q2 2026, selling an estimated $363K and leaving 2,610 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Moneta Group Investment Advisors first reported a position in EMB in Q3 2021 and has held it in 5 quarters since. The position peaked at $915K in Q3 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Moneta Group Investment Advisors held 2,610 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $252K as of Q2 2026.
Moneta Group Investment Advisors sold 3,793 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $363K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #744 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 5 quarters since.
Moneta Group Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $915K in Q3 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.