Simplicity Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Simplicity Wealth’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 Q1	$1.5M	Sell	16,010 -7,852	-33%	-$754K	0.09%	219
2025 Q4	$2.3M	Buy	23,862 +1,507	+7%	+$145K	0.14%	163
2025 Q3	$2.13M	Sell	22,355 -11,833	-35%	-$1.11M	0.12%	179
2025 Q2	$3.17M	Buy	34,188 +15,819	+86%	+$1.42M	0.13%	158
2025 Q1	$1.66M	Buy	18,369 +8,872	+93%	+$803K	0.13%	180
2024 Q4	$846K	Sell	9,497 -7,733	-45%	-$706K	0.18%	105
2024 Q3	$1.61M	Buy	17,230 +419	+2%	+$38.2K	0.15%	131
2024 Q2	$1.49M	Buy	16,811 +2,936	+21%	+$260K	0.03%	420
2024 Q1	$1.24M	Buy	13,875 +8,897	+179%	+$784K	0.03%	461
2023 Q4	$443K	Sell	4,978 -997	-17%	-$84K	0.17%	108
2023 Q3	$493K	Buy	5,975 +528	+10%	+$45K	0.29%	45
2023 Q2	$471K	Buy	5,447 +37	+0.7%	+$3.16K	0.29%	50
2023 Q1	$467K	Buy	5,410 +157	+3%	+$13.5K	0.31%	43
2022 Q4	$444K	Sell	5,253 -7,985	-60%	-$660K	0.39%	36
2022 Q3	$1.05M	Sell	13,238 -59	-0.4%	-$5.04K	1.41%	26
2022 Q2	$1.14M	Sell	13,297 -5,478	-29%	-$495K	1.66%	20
2022 Q1	$1.83M	Sell	18,775 -22,170	-54%	-$2.25M	1.78%	22
2021 Q4	$4.46M	Buy	+40,945	New	+$4.47M	2.41%	14

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

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

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Simplicity Wealth's EMB Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 33% in Q1 2026, selling an estimated $754K and leaving 16,010 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #219.

Simplicity Wealth first reported a position in EMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.46M in Q4 2021. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Simplicity Wealth held 16,010 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.5M as of Q1 2026.
Simplicity Wealth sold 7,852 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $754K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.09% of Simplicity Wealth's portfolio in Q1 2026, its #219 holding.
Simplicity Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 18 quarters since.
Simplicity Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.46M in Q4 2021.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.