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
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 $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SageView Advisory Group's EMB Position: Q4 2025 in Review

SageView Advisory Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.6% in Q4 2025, buying an estimated $1.35M and bringing the position to 264,493 shares worth $25.5M. The position accounts for 0.86% of the portfolio, ranked #16.

SageView Advisory Group first reported a position in EMB in Q4 2022 and has held it in 10 quarters since. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

SageView Advisory Group held 264,493 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $25.5M as of Q4 2025.
SageView Advisory Group bought 14,034 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $1.35M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.86% of SageView Advisory Group's portfolio in Q4 2025, its #16 holding.
SageView Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 10 quarters since.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.