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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
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

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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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

Root Financial Partners's EMB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 480 shares — an estimated $45.1K sold.

Root Financial Partners first reported a position in EMB in Q3 2025 and held it in 3 quarters. The position peaked at $83.9K in Q3 2025. 317 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 480 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $45.1K.
  • Root Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $83.9K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.