Operose Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Operose 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	$125K	Sell	1,300 -14	-1%	-$1.34K	0.02%	215
2026 Q1	$123K	Sell	1,314 -8	-0.6%	-$769	0.03%	193
2025 Q4	$127K	Buy	1,322 +22	+2%	+$2.11K	0.03%	198
2025 Q3	$124K	Hold	1,300	–	–	0.03%	180
2025 Q2	$120K	Hold	1,300	–	–	0.03%	171
2025 Q1	$118K	Hold	1,300	–	–	0.04%	158
2024 Q4	$116K	Hold	1,300	–	–	0.04%	158
2024 Q3	$122K	Buy	+1,300	New	+$118K	0.04%	183

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

Operose Advisors's EMB Position: Q2 2026 in Review

Operose Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.1% in Q2 2026, selling an estimated $1.34K and leaving 1,300 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #215.

Operose Advisors first reported a position in EMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $127K in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Operose Advisors held 1,300 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $125K as of Q2 2026.
Operose Advisors sold 14 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.34K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #215 holding.
Operose Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and has held it in 8 quarters since.
Operose Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $127K in Q4 2025.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.