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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
Q2 		$1.37M Sell
14,178
-1,832
-11% -$175K 0.05% 354
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Simplicity Wealth's EMB Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, selling an estimated $175K and leaving 14,178 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #354.

Simplicity Wealth first reported a position in EMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.46M in Q4 2021. 835 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Simplicity Wealth held 14,178 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.37M as of Q2 2026.
  • Simplicity Wealth sold 1,832 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $175K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #354 holding.
  • Simplicity Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Simplicity Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.46M in Q4 2021.
  • 835 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.