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Strategic Financial Planning’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Strategic Financial Planning’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 		– Sell
-37,650
Closed -$1.77M – 54
2026
Q1 		$1.77M Buy
+37,650
New +$3.62M 1.03% 20

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

Strategic Financial Planning's EMB Position: Q2 2026 in Review

Strategic Financial Planning sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 37,650 shares — an estimated $1.77M sold.

Strategic Financial Planning first reported a position in EMB in Q1 2026 and held it in 1 quarter. The position peaked at $1.77M in Q1 2026. 826 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Strategic Financial Planning reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 37,650 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.77M.
  • Strategic Financial Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.77M in Q1 2026.
  • 826 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.