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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
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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Summit Financial's EMB Position: Q1 2026 in Review

Summit Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 49% in Q1 2026, selling an estimated $2.54M and leaving 28,054 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #501.

Summit Financial first reported a position in EMB in Q1 2019 and has held it in 16 quarters since. The position peaked at $5.25M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Summit Financial held 28,054 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.64M as of Q1 2026.
  • Summit Financial sold 26,426 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $2.54M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #501 holding.
  • Summit Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • Summit Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.25M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.