ULWM
EMB icon

Upper Left Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Upper Left Wealth Management’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 		$248K Buy
2,574
+176
+7% +$16.9K 0.14% 69
2026
Q1 		$225K Buy
2,398
+42
+2% +$4.04K 0.13% 67
2025
Q4 		$227K Sell
2,356
-17
-0.7% -$1.63K 0.14% 65
2025
Q3 		$226K Buy
2,373
+19
+0.8% +$1.78K 0.14% 63
2025
Q2 		$218K Sell
2,354
-21
-0.9% -$1.89K 0.15% 63
2025
Q1 		$215K Buy
+2,375
New +$215K 0.15% 60
2024
Q3 		– Sell
-3,175
Closed -$281K – 61
2024
Q2 		$281K Sell
3,175
-117
-4% -$10.4K 0.25% 53
2024
Q1 		$295K Buy
+3,292
New +$290K 0.27% 52
2022
Q4 		– Sell
-5,647
Closed -$457K – 54
2022
Q3 		$457K Buy
+5,647
New +$483K 0.59% 38
2022
Q2 		– Sell
-5,254
Closed -$513K – 52
2022
Q1 		$513K Buy
5,254
+2,172
+70% +$220K 0.53% 40
2021
Q4 		$336K Buy
+3,082
New +$336K 0.34% 43

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Upper Left Wealth Management's EMB Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,574 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #69.

Upper Left Wealth Management first reported a position in EMB in Q4 2021 and has held it in 11 quarters since. The position peaked at $513K in Q1 2022. 156 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Upper Left Wealth Management held 2,574 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $248K as of Q2 2026.
  • Upper Left Wealth Management bought 176 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $16.9K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Upper Left Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Upper Left Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 11 quarters since.
  • Upper Left Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $513K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.