Vertex Investment Solutions’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Vertex Investment Solutions’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	$11.9M	Buy	122,600 +95,900	+359%	+$9.19M	8.01%	5
2026 Q1	$2.49M	Sell	26,700 -105,700	-80%	-$10.2M	2.87%	10
2025 Q4	$12.8M	Buy	+132,400	New	+$12.7M	12.68%	3

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

Vertex Investment Solutions's EMB Position: Q2 2026 in Review

Vertex Investment Solutions increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 359% in Q2 2026, buying an estimated $9.19M and bringing the position to 122,600 shares worth $11.9M. The position accounts for 8.01% of the portfolio, ranked #5.

Vertex Investment Solutions first reported a position in EMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8M in Q4 2025. 832 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Vertex Investment Solutions held 122,600 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $11.9M as of Q2 2026.
Vertex Investment Solutions bought 95,900 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $9.19M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 8.01% of Vertex Investment Solutions's portfolio in Q2 2026, its #5 holding.
Vertex Investment Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 3 quarters since.
Vertex Investment Solutions's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $12.8M in Q4 2025.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.