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

Unify Financial Advisors’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
-2,425
Closed -$228K – 91
2026
Q1 		$228K Sell
2,425
-1,749
-42% -$168K 0.24% 81
2025
Q4 		$402K Buy
+4,174
New +$401K 0.42% 64

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Unify Financial Advisors's EMB Position: Q2 2026 in Review

Unify Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,425 shares — an estimated $228K sold.

Unify Financial Advisors first reported a position in EMB in Q4 2025 and held it in 2 quarters. The position peaked at $402K in Q4 2025. 207 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Unify Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 2,425 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $228K.
  • Unify Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and held it in 2 quarters.
  • Unify Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $402K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.