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 Q2	–	Sell	-12,087	Closed	-$1.14M	–	563
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 $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

WCG Wealth Advisors's EMB Position: Q2 2026 in Review

WCG Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 12,087 shares — an estimated $1.14M sold.

WCG Wealth Advisors first reported a position in EMB in Q2 2023 and held it in 7 quarters. The position peaked at $1.24M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

WCG Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 12,087 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.14M.
WCG Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 7 quarters.
WCG Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.24M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

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