West Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

West Wealth Group’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	–	Sell	-10,119	Closed	-$974K	–	132
2025 Q4	$974K	Buy	10,119 +521	+5%	+$50.1K	0.2%	38
2025 Q3	$917K	Buy	9,598 +635	+7%	+$59.5K	0.21%	37
2025 Q2	$836K	Sell	8,963 -40	-0.4%	-$3.6K	0.21%	38
2025 Q1	$815K	Buy	9,003 +1,084	+14%	+$98.1K	0.24%	35
2024 Q4	$705K	Buy	7,919 +443	+6%	+$40.4K	0.21%	35
2024 Q3	$700K	Sell	7,476 -549	-7%	-$50K	0.23%	36
2024 Q2	$710K	Sell	8,025 -704	-8%	-$62.4K	0.25%	36
2024 Q1	$783K	Buy	8,729 +2,192	+34%	+$193K	0.29%	38
2023 Q4	$582K	Buy	6,537 +9	+0.1%	+$758	0.23%	37
2023 Q3	$539K	Buy	6,528 +92	+1%	+$7.85K	0.24%	40
2023 Q2	$557K	Sell	6,436 -1,547	-19%	-$132K	0.24%	34
2023 Q1	$689K	Buy	7,983 +3,939	+97%	+$339K	0.32%	24
2022 Q4	$342K	Sell	4,044 -794	-16%	-$65.6K	0.17%	44
2022 Q3	$384K	Sell	4,838 -96	-2%	-$8.21K	0.19%	39
2022 Q2	$421K	Buy	4,934 +1,934	+64%	+$175K	0.2%	37
2022 Q1	$293K	Buy	3,000 +1,127	+60%	+$114K	0.12%	46
2021 Q4	$204K	Buy	+1,873	New	+$204K	0.08%	61

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 $2.44B AUM

West Wealth Group's EMB Position: Q1 2026 in Review

West Wealth Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 10,119 shares — an estimated $974K sold.

West Wealth Group first reported a position in EMB in Q4 2021 and held it in 17 quarters. The position peaked at $974K in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

West Wealth Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
West Wealth Group sold 10,119 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $974K.
West Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 17 quarters.
West Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $974K in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

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