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 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 $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

OneAscent Family Office's EMB Position: Q1 2026 in Review

OneAscent Family Office increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.85% in Q1 2026, buying an estimated $23K and bringing the position to 28,316 shares worth $2.66M. The position accounts for 1.86% of the portfolio, ranked #9.

OneAscent Family Office first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

OneAscent Family Office held 28,316 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.66M as of Q1 2026.
OneAscent Family Office bought 239 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $23K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.86% of OneAscent Family Office's portfolio in Q1 2026, its #9 holding.
OneAscent Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.7M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.