SageView Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SageView Advisory Group’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	$24.7M	Sell	256,088 -15,675	-6%	-$1.5M	0.81%	17
2026 Q1	$25.5M	Buy	271,763 +7,270	+3%	+$698K	0.93%	15
2025 Q4	$25.5M	Buy	264,493 +14,034	+6%	+$1.35M	0.86%	16
2025 Q3	$23.8M	Buy	250,459 +3,335	+1%	+$312K	0.82%	16
2025 Q2	$22.9M	Buy	247,124 +2,324	+0.9%	+$209K	0.87%	16
2025 Q1	$22.2M	Buy	244,800 +19,986	+9%	+$1.81M	0.95%	15
2024 Q4	$20M	Buy	224,814 +21,838	+11%	+$1.99M	0.86%	17
2024 Q3	$19M	Buy	+202,976	New	+$18.5M	0.96%	14
2024 Q2	–	Hold	0	–	–	–	15
2023 Q4	–	Sell	-184,309	Closed	-$15.5M	–	15
2023 Q3	$15.2M	Buy	184,309 +7,125	+4%	+$608K	0.87%	16
2023 Q2	$15.3M	Buy	177,184 +26,704	+18%	+$2.28M	0.85%	20
2023 Q1	$13M	Buy	150,480 +51,797	+52%	+$4.46M	0.83%	21
2022 Q4	$8.35M	Buy	+98,683	New	+$8.16M	0.68%	30

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

SageView Advisory Group's EMB Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.8% in Q2 2026, selling an estimated $1.5M and leaving 256,088 shares worth $24.7M. The position accounts for 0.81% of the portfolio, ranked #17.

SageView Advisory Group first reported a position in EMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $25.5M in Q1 2026. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

SageView Advisory Group held 256,088 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $24.7M as of Q2 2026.
SageView Advisory Group sold 15,675 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.5M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.81% of SageView Advisory Group's portfolio in Q2 2026, its #17 holding.
SageView Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $25.5M in Q1 2026.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.