SFS
EMB icon

Sowell Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sowell Financial Services’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 		$1.52M Buy
15,771
+306
+2% +$29.3K 0.05% 368
2026
Q1 		$1.45M Sell
15,465
-483
-3% -$46.4K 0.05% 369
2025
Q4 		$1.54M Buy
15,948
+175
+1% +$16.8K 0.06% 334
2025
Q3 		$1.5M Buy
15,773
+1,242
+9% +$116K 0.06% 340
2025
Q2 		$1.35M Buy
14,531
+260
+2% +$23.4K 0.05% 344
2025
Q1 		$1.29M Buy
14,271
+605
+4% +$54.8K 0.06% 322
2024
Q4 		$1.22M Buy
13,666
+41
+0.3% +$3.74K 0.06% 285
2024
Q3 		$1.27M Sell
13,625
-1,066
-7% -$97.2K 0.06% 309
2024
Q2 		$1.3M Sell
14,691
-502
-3% -$44.5K 0.06% 294
2024
Q1 		$1.36M Buy
15,193
+699
+5% +$61.6K 0.06% 298
2023
Q4 		$1.29M Buy
+14,494
New +$1.22M 0.07% 292
2023
Q2 		– Sell
-7,598
Closed -$656K – 628
2023
Q1 		$656K Buy
+7,598
New +$655K 0.05% 386
2022
Q1 		– Sell
-17,786
Closed -$1.94M – 246
2021
Q4 		$1.94M Sell
17,786
-361
-2% -$39.4K 0.11% 202
2021
Q3 		$2M Sell
18,147
-626
-3% -$70.3K 0.13% 179
2021
Q2 		$2.11M Buy
18,773
+1,415
+8% +$157K 0.14% 180
2021
Q1 		$1.93M Sell
17,358
-1,442
-8% -$161K 0.07% 255
2020
Q4 		$2.18M Buy
18,800
+610
+3% +$69.1K 0.09% 192
2020
Q3 		$2.02M Buy
18,190
+1,721
+10% +$193K 0.1% 180
2020
Q2 		$1.8M Sell
16,469
-6,176
-27% -$639K 0.1% 188
2020
Q1 		$2.19M Sell
22,645
-7,728
-25% -$852K 0.16% 142
2019
Q4 		$3.48M Sell
30,373
-6,368
-17% -$719K 0.27% 79
2019
Q3 		$4.17M Buy
+36,741
New +$4.18M 0.34% 64
2019
Q1 		$3.4M Buy
30,907
+22,871
+285% +$2.47M 0.38% 57
2018
Q4 		$835K Buy
+8,036
New +$840K 0.12% 187
2018
Q3 		– Sell
-23,667
Closed -$2.51M – 385
2018
Q2 		$2.51M Sell
23,667
-1,527
-6% -$167K 0.53% 50
2018
Q1 		$2.74M Buy
25,194
+2,614
+12% +$297K 0.68% 39
2017
Q4 		$2.62M Buy
22,580
+17,389
+335% +$2.01M 0.64% 46
2017
Q3 		$601K Sell
5,191
-172
-3% -$19.9K 0.16% 120
2017
Q2 		$618K Buy
5,363
+703
+15% +$80.7K 0.18% 114
2017
Q1 		$538K Buy
4,660
+3,350
+256% +$377K 0.16% 136
2016
Q4 		$148K Buy
+1,310
New +$147K 0.05% 224

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

Sowell Financial Services's EMB Position: Q2 2026 in Review

Sowell Financial Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2% in Q2 2026, buying an estimated $29.3K and bringing the position to 15,771 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #368.

Sowell Financial Services first reported a position in EMB in Q4 2016 and has held it in 31 quarters since. The position peaked at $4.17M in Q3 2019. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Sowell Financial Services held 15,771 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.52M as of Q2 2026.
  • Sowell Financial Services bought 306 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $29.3K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #368 holding.
  • Sowell Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 31 quarters since.
  • Sowell Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.17M in Q3 2019.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.