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

Summit Global Investments’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	$7.75M	Buy	80,317 +7,147	+10%	+$685K	0.42%	28
2026 Q1	$6.87M	Buy	+73,170	New	+$7.03M	0.41%	36
2025 Q3	–	Sell	-2,284	Closed	-$212K	–	486
2025 Q2	$212K	Buy	2,284 +52	+2%	+$4.68K	0.01%	443
2025 Q1	$202K	Sell	2,232 -420	-16%	-$38K	0.01%	414
2024 Q4	$236K	Sell	2,652 -213	-7%	-$19.4K	0.01%	484
2024 Q3	$268K	Sell	2,865 -1,291	-31%	-$118K	0.02%	441
2024 Q2	$368K	Sell	4,156 -869	-17%	-$77K	0.02%	395
2024 Q1	$451K	Buy	+5,025	New	+$443K	0.03%	342

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Global Investments's EMB Position: Q2 2026 in Review

Summit Global Investments increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.8% in Q2 2026, buying an estimated $685K and bringing the position to 80,317 shares worth $7.75M. The position accounts for 0.42% of the portfolio, ranked #28.

Summit Global Investments first reported a position in EMB in Q1 2024 and has held it in 8 quarters since. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Summit Global Investments held 80,317 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.75M as of Q2 2026.
Summit Global Investments bought 7,147 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $685K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.42% of Summit Global Investments's portfolio in Q2 2026, its #28 holding.
Summit Global Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 8 quarters since.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.