Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
Spire Wealth Management’s
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
Stock Holding History
Spire Wealth 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
Q1
$12.1M
Buy
129,134
+4,393
+4%
+$422K
0.41%
53
2025
Q4
$12M
Sell
124,741
-460
-0.4%
-$44.2K
0.4%
53
2025
Q3
$11.9M
Sell
125,201
-2,571
-2%
-$241K
0.41%
52
2025
Q2
$11.8M
Sell
127,772
-19,115
-13%
-$1.72M
0.42%
52
2025
Q1
$13.3M
Buy
146,887
+1,041
+0.7%
+$94.2K
0.43%
45
2024
Q4
$13M
Sell
145,846
-2,764
-2%
-$252K
0.4%
50
2024
Q3
$13.9M
Sell
148,610
-1,764
-1%
-$161K
0.47%
44
2024
Q2
$13.3M
Sell
150,374
-17,020
-10%
-$1.51M
0.47%
43
2024
Q1
$61.4M
Buy
167,394
+5,725
+4%
+$504K
1.11%
21
2023
Q4
$14.1M
Sell
161,669
-7,336
-4%
-$618K
0.47%
45
2023
Q3
$13.9M
Buy
169,005
+2,272
+1%
+$194K
0.53%
41
2023
Q2
$14.4M
Buy
166,733
+7,292
+5%
+$622K
0.53%
37
2023
Q1
$13.8M
Buy
159,441
+63,175
+66%
+$5.44M
0.54%
34
2022
Q4
$8.14M
Buy
96,266
+2,401
+3%
+$198K
0.46%
50
2022
Q3
$7.45M
Sell
93,865
-6,482
-6%
-$554K
0.45%
50
2022
Q2
$8.56M
Sell
100,347
-33,593
-25%
-$3.04M
0.35%
72
2022
Q1
$13.1M
Buy
133,940
+8,100
+6%
+$821K
0.35%
75
2021
Q4
$13.7M
Buy
125,840
+2,111
+2%
+$230K
0.3%
96
2021
Q3
$13.7M
Buy
123,729
+8,978
+8%
+$1.01M
0.36%
75
2021
Q2
$13M
Buy
114,751
+3,310
+3%
+$368K
0.35%
75
2021
Q1
$12.1M
Buy
+111,441
New
+$12.5M
0.32%
89
Other funds holding EMB
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B 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
$152B 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
$1.47T AUM
27.86%
1-Year Est. Return
SOAM
SBI Okasan Asset Management
Tokyo, Japan
$2.44B AUM
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close