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 Q3	–	Sell	-2,574	Closed	-$248K	–	71
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Upper Left Wealth Management's EMB Position: Q3 2026 in Review

Upper Left Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2026, closing a stake of 2,574 shares — an estimated $248K sold.

Upper Left Wealth Management first reported a position in EMB in Q4 2021 and held it in 11 quarters. The position peaked at $513K in Q1 2022. 147 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Upper Left Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2026 after selling out during the quarter.
Upper Left Wealth Management sold 2,574 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $248K.
Upper Left Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 11 quarters.
Upper Left Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $513K in Q1 2022.
147 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.