PFW
EMB icon

Petros Family Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Petros Family Wealth’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 		$227K Sell
2,354
-540
-19% -$51.7K 0.14% 121
2026
Q1 		$272K Sell
2,894
-511
-15% -$49.1K 0.19% 105
2025
Q4 		$328K Buy
+3,405
New +$327K 0.22% 101

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Petros Family Wealth's EMB Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 19% in Q2 2026, selling an estimated $51.7K and leaving 2,354 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #121.

Petros Family Wealth first reported a position in EMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 262 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Petros Family Wealth held 2,354 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $227K as of Q2 2026.
  • Petros Family Wealth sold 540 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $51.7K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Petros Family Wealth's portfolio in Q2 2026, its #121 holding.
  • Petros Family Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Petros Family Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $328K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.