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

Outlook Wealth 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	$7.98M	Buy	82,741 +1,240	+2%	+$119K	1.72%	11
2026 Q1	$7.65M	Buy	81,501 +6,215	+8%	+$597K	1.85%	11
2025 Q4	$7.25M	Sell	75,286 -632	-0.8%	-$60.7K	1.64%	14
2025 Q3	$7.23M	Buy	75,918 +69,199	+1,030%	+$6.48M	1.8%	10
2025 Q2	$622K	Sell	6,719 -79	-1%	-$7.11K	0.16%	126
2025 Q1	$616K	Buy	+6,798	New	+$615K	0.17%	119

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

Outlook Wealth Advisors's EMB Position: Q2 2026 in Review

Outlook Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.5% in Q2 2026, buying an estimated $119K and bringing the position to 82,741 shares worth $7.98M. The position accounts for 1.72% of the portfolio, ranked #11.

Outlook Wealth Advisors first reported a position in EMB in Q1 2025 and has held it in 6 quarters since. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Outlook Wealth Advisors held 82,741 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.98M as of Q2 2026.
Outlook Wealth Advisors bought 1,240 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $119K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.72% of Outlook Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Outlook Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and has held it in 6 quarters since.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.