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

Mosley 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
Q2 		$165K Sell
1,712
-2,867
-63% -$275K 0.05% 166
2026
Q1 		$436K Sell
4,579
-5
-0.1% -$480 0.2% 109
2025
Q4 		$436K Buy
+4,584
New +$440K 0.2% 109
2024
Q4 		$350K Buy
3,869
+352
+10% +$32.1K 0.22% 89
2024
Q3 		$322K Buy
3,517
+460
+15% +$41.9K 0.22% 90
2024
Q2 		$270K Buy
3,057
+144
+5% +$12.8K 0.23% 86
2024
Q1 		$261K Sell
2,913
-110
-4% -$9.69K 0.25% 85
2023
Q4 		$269K Buy
+3,023
New +$255K 0.27% 80

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Mosley Wealth Management's EMB Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 63% in Q2 2026, selling an estimated $275K and leaving 1,712 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #166.

Mosley Wealth Management first reported a position in EMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $436K in Q4 2025. 502 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Mosley Wealth Management held 1,712 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $165K as of Q2 2026.
  • Mosley Wealth Management sold 2,867 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $275K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Mosley Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Mosley Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $436K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.