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

Waverly 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	$510K	Sell	5,288 -3,915	-43%	-$375K	﹤0.01%	1165
2026 Q1	$864K	Sell	9,203 -5,219	-36%	-$501K	0.01%	876
2025 Q4	$1.39M	Buy	14,422 +4,966	+53%	+$477K	0.01%	672
2025 Q3	$900K	Buy	9,456 +994	+12%	+$93.1K	0.01%	673
2025 Q2	$784K	Sell	8,462 -478	-5%	-$43K	0.01%	679
2025 Q1	$810K	Sell	8,940 -180	-2%	-$16.3K	0.01%	653
2024 Q4	$812K	Sell	9,120 -130	-1%	-$11.9K	0.01%	566
2024 Q3	$866K	Sell	9,250 -21	-0.2%	-$1.91K	0.02%	471
2024 Q2	$820K	Buy	9,271 +5,857	+172%	+$519K	0.02%	470
2024 Q1	$306K	Buy	+3,414	New	+$301K	0.01%	566
2023 Q2	–	Sell	-4,164	Closed	-$359K	–	364
2023 Q1	$359K	Sell	4,164 -34	-0.8%	-$2.93K	0.02%	223
2022 Q4	$355K	Buy	+4,198	New	+$347K	0.02%	208
2015 Q4	–	Sell	-170	Closed	-$18K	–	204
2015 Q3	$18K	Buy	+170	New	+$18.4K	0.01%	288

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

Waverly Advisors's EMB Position: Q2 2026 in Review

Waverly Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 43% in Q2 2026, selling an estimated $375K and leaving 5,288 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Waverly Advisors first reported a position in EMB in Q3 2015 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Waverly Advisors held 5,288 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $510K as of Q2 2026.
Waverly Advisors sold 3,915 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $375K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1165 holding.
Waverly Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and has held it in 13 quarters since.
Waverly Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.39M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.