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Steward Partners Investment Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Steward Partners Investment Advisory’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 		$40.8M Sell
423,177
-351,406
-45% -$33.7M 0.21% 96
2026
Q1 		$72.8M Sell
774,583
-27,642
-3% -$2.66M 0.37% 50
2025
Q4 		$77.2M Buy
802,225
+57,109
+8% +$5.49M 0.42% 39
2025
Q3 		$70.9M Buy
745,116
+675,573
+971% +$63.3M 0.41% 41
2025
Q2 		$6.44M Buy
69,543
+18,034
+35% +$1.62M 0.05% 363
2025
Q1 		$4.67M Buy
51,509
+6,604
+15% +$598K 0.04% 417
2024
Q4 		$4M Buy
44,905
+9,186
+26% +$838K 0.04% 433
2024
Q3 		$3.34M Buy
35,719
+722
+2% +$65.8K 0.03% 480
2024
Q2 		$3.1M Sell
34,997
-4,520
-11% -$401K 0.03% 466
2024
Q1 		$3.54M Buy
39,517
+8,088
+26% +$712K 0.04% 413
2023
Q4 		$2.8M Buy
31,429
+1,523
+5% +$128K 0.04% 420
2023
Q3 		$2.47M Sell
29,906
-398
-1% -$33.9K 0.04% 412
2023
Q2 		$2.62M Sell
30,304
-1,889
-6% -$161K 0.04% 410
2023
Q1 		$2.78M Buy
32,193
+770
+2% +$66.4K 0.04% 378
2022
Q4 		$2.66M Sell
31,423
-2,261
-7% -$187K 0.05% 376
2022
Q3 		$2.67M Sell
33,684
-2,237
-6% -$191K 0.05% 354
2022
Q2 		$3.06M Sell
35,921
-10,061
-22% -$910K 0.06% 332
2022
Q1 		$4.5M Sell
45,982
-11,521
-20% -$1.17M 0.07% 283
2021
Q4 		$6.27M Sell
57,503
-1,269
-2% -$138K 0.1% 224
2021
Q3 		$6.47M Sell
58,772
-2,972
-5% -$334K 0.11% 206
2021
Q2 		$6.94M Sell
61,744
-3,389
-5% -$377K 0.12% 186
2021
Q1 		$7.09M Buy
65,133
+7,256
+13% +$811K 0.12% 173
2020
Q4 		$6.71M Buy
57,877
+1,460
+3% +$165K 0.15% 153
2020
Q3 		$6.26M Sell
56,417
-95
-0.2% -$10.7K 0.16% 149
2020
Q2 		$6.17M Sell
56,512
-5,275
-9% -$546K 0.18% 140
2020
Q1 		$5.97M Sell
61,787
-5,505
-8% -$607K 0.22% 111
2019
Q4 		$7.71M Buy
67,292
+1,056
+2% +$119K 0.23% 106
2019
Q3 		$7.51M Buy
66,236
+488
+0.7% +$55.5K 0.25% 96
2019
Q2 		$7.45M Buy
65,748
+5,113
+8% +$564K 0.27% 90
2019
Q1 		$6.67M Sell
60,635
-2,039
-3% -$220K 0.28% 88
2018
Q4 		$6.51M Sell
62,674
-17,243
-22% -$1.8M 0.32% 83
2018
Q3 		$8.62M Buy
79,917
+19,627
+33% +$2.11M 0.41% 58
2018
Q2 		$6.44M Buy
60,290
+1,100
+2% +$120K 0.38% 58
2018
Q1 		$6.68M Buy
59,190
+9,497
+19% +$1.08M 0.46% 41
2017
Q4 		$5.77M Buy
49,693
+37,021
+292% +$4.28M 0.44% 47
2017
Q3 		$1.48M Sell
12,672
-882
-7% -$102K 0.15% 142
2017
Q2 		$1.55M Buy
13,554
+11,664
+617% +$1.34M 0.17% 133
2017
Q1 		$214K Buy
1,890
+239
+14% +$26.9K 0.03% 312
2016
Q4 		$181K Buy
+1,651
New +$185K 0.08% 192

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

Steward Partners Investment Advisory's EMB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 45% in Q2 2026, selling an estimated $33.7M and leaving 423,177 shares worth $40.8M. The position accounts for 0.21% of the portfolio, ranked #96.

Steward Partners Investment Advisory first reported a position in EMB in Q4 2016 and has held it in 39 quarters since. The position peaked at $77.2M in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Steward Partners Investment Advisory held 423,177 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $40.8M as of Q2 2026.
  • Steward Partners Investment Advisory sold 351,406 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $33.7M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.21% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #96 holding.
  • Steward Partners Investment Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $77.2M in Q4 2025.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.