Westmount Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Westmount Partners’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	$232K	Sell	2,406 -13	-0.5%	-$1.25K	0.05%	238
2026 Q1	$227K	Buy	2,419 +17	+0.7%	+$1.63K	0.06%	242
2025 Q4	$231K	Sell	2,402 -30	-1%	-$2.88K	0.06%	229
2025 Q3	$231K	Buy	2,432 +5	+0.2%	+$468	0.06%	226
2025 Q2	$225K	Sell	2,427 -98	-4%	-$8.82K	0.06%	230
2025 Q1	$229K	Buy	+2,525	New	+$229K	0.07%	216
2024 Q1	–	Sell	-2,364	Closed	-$211K	–	214
2023 Q4	$211K	Buy	+2,364	New	+$199K	0.09%	186
2023 Q3	–	Sell	-2,527	Closed	-$219K	–	198
2023 Q2	$219K	Sell	2,527 -140	-5%	-$11.9K	0.1%	164
2023 Q1	$230K	Buy	2,667 +15	+0.6%	+$1.29K	0.11%	159
2022 Q4	$224K	Buy	+2,652	New	+$219K	0.12%	157

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

Westmount Partners's EMB Position: Q2 2026 in Review

Westmount Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.54% in Q2 2026, selling an estimated $1.25K and leaving 2,406 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #238.

Westmount Partners first reported a position in EMB in Q4 2022 and has held it in 10 quarters since. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Westmount Partners held 2,406 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $232K as of Q2 2026.
Westmount Partners sold 13 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.25K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Westmount Partners's portfolio in Q2 2026, its #238 holding.
Westmount Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 10 quarters since.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.