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

Summit Financial’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 		$2.41M Sell
25,011
-3,043
-11% -$291K 0.03% 585
2026
Q1 		$2.64M Sell
28,054
-26,426
-49% -$2.54M 0.03% 501
2025
Q4 		$5.25M Buy
54,480
+6,233
+13% +$599K 0.08% 249
2025
Q3 		$4.59M Buy
48,247
+1,229
+3% +$115K 0.07% 277
2025
Q2 		$4.35M Buy
47,018
+14,909
+46% +$1.34M 0.1% 177
2025
Q1 		$2.91M Buy
32,109
+18,896
+143% +$1.71M 0.08% 211
2024
Q4 		$1.18M Sell
13,213
-2,733
-17% -$249K 0.04% 287
2024
Q3 		$1.49M Buy
15,946
+1,540
+11% +$140K 0.06% 209
2024
Q2 		$1.27M Buy
+14,406
New +$1.28M 0.06% 197
2022
Q1 		– Sell
-1,859
Closed -$203K – 250
2021
Q4 		$203K Sell
1,859
-71
-4% -$7.75K 0.02% 238
2021
Q3 		$212K Buy
1,930
+27
+1% +$3.03K 0.02% 213
2021
Q2 		$214K Buy
+1,903
New +$212K 0.02% 162
2020
Q4 		– Sell
-1,903
Closed -$211K – 53
2020
Q3 		$211K Buy
+1,903
New +$214K 0.03% 34
2020
Q2 		– Sell
-2,135
Closed -$206K – 37
2020
Q1 		$206K Hold
2,135
– – 0.05% 35
2019
Q4 		$245K Buy
+2,135
New +$241K 0.04% 44
2019
Q3 		– Sell
-1,929
Closed -$219K – 27
2019
Q2 		$219K Buy
1,929
+79
+4% +$8.71K 0.04% 44
2019
Q1 		$204K Buy
+1,850
New +$200K 0.03% 51

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

Summit Financial's EMB Position: Q2 2026 in Review

Summit Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, selling an estimated $291K and leaving 25,011 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #585.

Summit Financial first reported a position in EMB in Q1 2019 and has held it in 17 quarters since. The position peaked at $5.25M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Summit Financial held 25,011 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.41M as of Q2 2026.
  • Summit Financial sold 3,043 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $291K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #585 holding.
  • Summit Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • Summit Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.25M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.