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PlanVest Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

PlanVest Financial’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 		$1.31K Buy
14
+1
+8% +$96 ﹤0.01% 532
2026
Q1 		$1.26K Buy
+13
New +$1.25K ﹤0.01% 506

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

PlanVest Financial's EMB Position: Q2 2026 in Review

PlanVest Financial increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.7% in Q2 2026, buying an estimated $96 and bringing the position to 14 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

PlanVest Financial first reported a position in EMB in Q1 2026 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • PlanVest Financial held 14 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.31K as of Q2 2026.
  • PlanVest Financial bought 1 iShares JPMorgan USD Emerging Markets Bond ETF share in Q2 2026, an estimated $96.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #532 holding.
  • PlanVest Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.