Personal CFO Solutions’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Personal CFO Solutions’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	–	Sell	-3,400	Closed	-$327K	–	538
2025 Q4	$327K	Sell	3,400 -364	-10%	-$35K	0.05%	339
2025 Q3	$358K	Buy	+3,764	New	+$352K	0.06%	289
2025 Q1	–	Sell	-3,537	Closed	-$315K	–	459
2024 Q4	$315K	Sell	3,537 -70	-2%	-$6.39K	0.06%	306
2024 Q3	$338K	Sell	3,607 -514	-12%	-$46.8K	0.05%	373
2024 Q2	$365K	Sell	4,121 -557	-12%	-$49.4K	0.06%	326
2024 Q1	$419K	Sell	4,678 -313	-6%	-$27.6K	0.07%	299
2023 Q4	$445K	Buy	+4,991	New	+$420K	0.08%	258
2023 Q3	–	Sell	-9,916	Closed	-$858K	–	473
2023 Q2	$858K	Buy	+9,916	New	+$846K	0.17%	118
2023 Q1	–	Sell	-9,443	Closed	-$799K	–	486
2022 Q4	$799K	Buy	+9,443	New	+$781K	0.17%	114
2021 Q4	–	Sell	-5,362	Closed	-$590K	–	485
2021 Q3	$590K	Buy	5,362 +1,144	+27%	+$128K	0.12%	164
2021 Q2	$474K	Buy	+4,218	New	+$469K	0.1%	196

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 $2.44B AUM

Personal CFO Solutions's EMB Position: Q1 2026 in Review

Personal CFO Solutions sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,400 shares — an estimated $327K sold.

Personal CFO Solutions first reported a position in EMB in Q2 2021 and held it in 11 quarters. The position peaked at $858K in Q2 2023. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Personal CFO Solutions reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Personal CFO Solutions sold 3,400 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $327K.
Personal CFO Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and held it in 11 quarters.
Personal CFO Solutions's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $858K in Q2 2023.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.