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

WCG Wealth 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 Q1	$1.14M	Sell	12,087 -775	-6%	-$74.5K	0.03%	359
2025 Q4	$1.24M	Buy	12,862 +2,502	+24%	+$240K	0.03%	332
2025 Q3	$986K	Sell	10,360 -13	-0.1%	-$1.22K	0.06%	231
2025 Q2	$961K	Sell	10,373 -36	-0.3%	-$3.24K	0.06%	231
2025 Q1	$943K	Buy	+10,409	New	+$942K	0.07%	202
2023 Q4	–	Sell	-12,265	Closed	-$1.02M	–	300
2023 Q3	$1.02M	Buy	12,265 +565	+5%	+$48.2K	0.08%	196
2023 Q2	$1.01M	Buy	+11,700	New	+$999K	0.12%	112

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

WCG Wealth Advisors's EMB Position: Q1 2026 in Review

WCG Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6% in Q1 2026, selling an estimated $74.5K and leaving 12,087 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #359.

WCG Wealth Advisors first reported a position in EMB in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

WCG Wealth Advisors held 12,087 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.14M as of Q1 2026.
WCG Wealth Advisors sold 775 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $74.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #359 holding.
WCG Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 7 quarters since.
WCG Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.24M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.