Root Financial Partners
EMB icon

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

Root Financial Partners’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 		$48.5K Buy
+534
New +$50.5K ﹤0.01% 1104
2026
Q2 		– Sell
-480
Closed -$45.1K – 1229
2026
Q1 		$45.1K Buy
480
+73
+18% +$7.01K ﹤0.01% 918
2025
Q4 		$39.2K Sell
407
-474
-54% -$45.5K ﹤0.01% 820
2025
Q3 		$83.9K Buy
+881
New +$82.5K 0.01% 498

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Nationwide Fund Advisors
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SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Root Financial Partners's EMB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2026: 534 shares worth $48.5K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EMB as recently as Q1 2026.

Root Financial Partners first reported a position in EMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $83.9K in Q3 2025. 346 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Root Financial Partners held 534 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $48.5K as of Q3 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1104 holding.
  • Root Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $83.9K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.