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

Pacific Excel 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 		$2.53M Buy
+26,282
New +$2.52M 0.98% 25

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Pacific Excel Wealth Advisors's EMB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 26,282 shares worth $2.53M. The stake represents 0.98% of the portfolio and ranks #25 among its holdings.

829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Pacific Excel Wealth Advisors held 26,282 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.53M as of Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.98% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.