Wealthspire Advisors (New York)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-215	Closed	-$20.5K	–	1562
2025 Q3	$20.5K	Buy	+215	New	+$20.1K	﹤0.01%	1675
2022 Q1	–	Sell	-3,090	Closed	-$337K	–	470
2021 Q4	$337K	Buy	3,090 +4	+0.1%	+$436	0.01%	397
2021 Q3	$340K	Buy	3,086 +15	+0.5%	+$1.69K	0.01%	439
2021 Q2	$345K	Buy	+3,071	New	+$342K	0.01%	271
2020 Q2	–	Sell	-2,682	Closed	-$259K	–	347
2020 Q1	$259K	Buy	+2,682	New	+$296K	0.01%	421
2019 Q1	–	Sell	-1	Closed	–	–	268
2018 Q4	$0	Buy	+1	New	+$105	﹤0.01%	888

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s EMB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 215 shares — an estimated $20.5K sold.

Wealthspire Advisors (New York) first reported a position in EMB in Q4 2018 and held it in 6 quarters. The position peaked at $345K in Q2 2021. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 215 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $20.5K.
Wealthspire Advisors (New York) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $345K in Q2 2021.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.