OneAscent Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

OneAscent Family Office’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	–	Sell	-28,316	Closed	-$2.66M	–	256
2026 Q1	$2.66M	Buy	28,316 +239	+0.9%	+$23K	1.86%	9
2025 Q4	$2.7M	Buy	28,077 +453	+2%	+$43.5K	1.83%	10
2025 Q3	$2.63M	Buy	27,624 +350	+1%	+$32.8K	2.14%	7
2025 Q2	$2.53M	Buy	27,274 +15,465	+131%	+$1.39M	2.39%	7
2025 Q1	$1.07M	Sell	11,809 -423	-3%	-$38.3K	1%	20
2024 Q4	$1.09M	Buy	+12,232	New	+$1.12M	1.98%	9

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

OneAscent Family Office's EMB Position: Q2 2026 in Review

OneAscent Family Office sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 28,316 shares — an estimated $2.66M sold.

OneAscent Family Office first reported a position in EMB in Q4 2024 and held it in 6 quarters. The position peaked at $2.7M in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

OneAscent Family Office reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 28,316 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $2.66M.
OneAscent Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 6 quarters.
OneAscent Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.7M in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.