SWIM
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Smallwood Wealth Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Smallwood Wealth Investment Management’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 		$8.1K Hold
84
– – ﹤0.01% 344
2026
Q1 		$7.89K Sell
84
-1
-1% -$96 ﹤0.01% 340
2025
Q4 		$8.18K Hold
85
– – ﹤0.01% 326
2025
Q3 		$8.09K Sell
85
-4
-4% -$375 ﹤0.01% 327
2025
Q2 		$8.24K Hold
89
– – ﹤0.01% 329
2025
Q1 		$8.06K Buy
+89
New +$8.06K 0.01% 326

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Smallwood Wealth Investment Management's EMB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 84 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Smallwood Wealth Investment Management first reported a position in EMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.24K in Q2 2025. 338 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Smallwood Wealth Investment Management held 84 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $8.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #344 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.24K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.