PlanVest Financial
EMB icon

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
Q3 		$1.24K Hold
14
– – ﹤0.01% 537
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

UBS Group
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Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PlanVest Financial's EMB Position: Q3 2026 in Review

PlanVest Financial held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q3 2026 at 14 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

PlanVest Financial first reported a position in EMB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.31K in Q2 2026. 696 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • PlanVest Financial held 14 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.24K as of Q3 2026.
  • PlanVest Financial left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q3 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q3 2026, its #537 holding.
  • PlanVest Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.31K in Q2 2026.
  • 696 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.