Sequoia Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sequoia Financial Advisors’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	$597K	Sell	6,189 -1,162	-16%	-$111K	﹤0.01%	1236
2026 Q1	$690K	Sell	7,351 -6,511	-47%	-$626K	﹤0.01%	1080
2025 Q4	$1.33M	Sell	13,862 -319	-2%	-$30.7K	0.01%	747
2025 Q3	$1.35M	Sell	14,181 -5,585	-28%	-$523K	0.01%	660
2025 Q2	$1.83M	Sell	19,766 -37,019	-65%	-$3.33M	0.01%	497
2025 Q1	$5.14M	Sell	56,785 -21,240	-27%	-$1.92M	0.04%	266
2024 Q4	$6.95M	Buy	+78,025	New	+$7.12M	0.07%	217

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

Sequoia Financial Advisors's EMB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 16% in Q2 2026, selling an estimated $111K and leaving 6,189 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Sequoia Financial Advisors first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.95M in Q4 2024. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Sequoia Financial Advisors held 6,189 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $597K as of Q2 2026.
Sequoia Financial Advisors sold 1,162 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $111K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1236 holding.
Sequoia Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.95M in Q4 2024.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.