USA Financial Formulas’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

USA Financial Formulas’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	$6.37K	Sell	66 -1,772	-96%	-$170K	﹤0.01%	363
2026 Q1	$173K	Buy	+1,838	New	+$177K	0.03%	137
2020 Q4	–	Sell	-17	Closed	-$2K	–	346
2020 Q3	$2K	Buy	+17	New	+$1.91K	﹤0.01%	212

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

USA Financial Formulas's EMB Position: Q2 2026 in Review

USA Financial Formulas reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 96% in Q2 2026, selling an estimated $170K and leaving 66 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

USA Financial Formulas first reported a position in EMB in Q3 2020 and has held it in 3 quarters since. The position peaked at $173K in Q1 2026. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

USA Financial Formulas held 66 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $6.37K as of Q2 2026.
USA Financial Formulas sold 1,772 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $170K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #363 holding.
USA Financial Formulas first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and has held it in 3 quarters since.
USA Financial Formulas's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $173K in Q1 2026.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.