MPWM Advisory Solutions’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

MPWM Advisory Solutions’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	$1.38M	Buy	14,667 +10,557	+257%	+$1.01M	0.73%	27
2025 Q4	$396K	Sell	4,110 -842	-17%	-$80.9K	0.22%	62
2025 Q3	$471K	Buy	4,952 +117	+2%	+$11K	0.28%	52
2025 Q2	$448K	Buy	4,835 +1,107	+30%	+$99.7K	0.28%	50
2025 Q1	$338K	Buy	3,728 +628	+20%	+$56.9K	0.25%	51
2024 Q4	$276K	Buy	+3,100	New	+$283K	0.2%	60

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

MPWM Advisory Solutions's EMB Position: Q1 2026 in Review

MPWM Advisory Solutions increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 257% in Q1 2026, buying an estimated $1.01M and bringing the position to 14,667 shares worth $1.38M. The position accounts for 0.73% of the portfolio, ranked #27.

MPWM Advisory Solutions first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

MPWM Advisory Solutions held 14,667 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.38M as of Q1 2026.
MPWM Advisory Solutions bought 10,557 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.01M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.73% of MPWM Advisory Solutions's portfolio in Q1 2026, its #27 holding.
MPWM Advisory Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.