WFA of San Diego’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WFA of San Diego’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	$418K	Sell	4,453 -161	-3%	-$15.5K	0.34%	56
2025 Q4	$444K	Sell	4,614 -63	-1%	-$6.05K	0.33%	57
2025 Q3	$445K	Sell	4,677 -84	-2%	-$7.87K	0.3%	59
2025 Q2	$441K	Buy	+4,761	New	+$429K	0.32%	59
2024 Q3	$455K	Sell	4,864 -134	-3%	-$12.2K	0.38%	54
2024 Q2	$442K	Buy	+4,998	New	+$443K	0.4%	50
2023 Q3	$475K	Sell	5,755 -40	-0.7%	-$3.41K	0.49%	43
2023 Q2	$502K	Sell	5,795 -2,035	-26%	-$174K	0.49%	41
2023 Q1	$676K	Sell	7,830 -490	-6%	-$42.2K	0.71%	33
2022 Q4	$704K	Sell	8,320 -5,868	-41%	-$485K	0.54%	39
2022 Q3	$1.13M	Sell	14,188 -483	-3%	-$41.3K	1.02%	28
2022 Q2	$1.25M	Sell	14,671 -963	-6%	-$87.1K	1.07%	21
2022 Q1	$1.53M	Sell	15,634 -2,077	-12%	-$210K	1.16%	22
2021 Q4	$1.93M	Buy	17,711 +1,453	+9%	+$159K	1.12%	21
2021 Q3	$1.79M	Buy	16,258 +8,033	+98%	+$902K	1.25%	19
2021 Q2	$925K	Buy	8,225 +6,386	+347%	+$711K	0.72%	34
2021 Q1	$200K	Buy	+1,839	New	+$206K	0.17%	91
2020 Q3	–	Sell	-2,225	Closed	-$255K	–	116
2020 Q2	$255K	Buy	+2,225	New	+$230K	0.06%	222

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

WFA of San Diego's EMB Position: Q1 2026 in Review

WFA of San Diego reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.5% in Q1 2026, selling an estimated $15.5K and leaving 4,453 shares worth $418K. The position accounts for 0.34% of the portfolio, ranked #56.

WFA of San Diego first reported a position in EMB in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2021. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

WFA of San Diego held 4,453 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $418K as of Q1 2026.
WFA of San Diego sold 161 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $15.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.34% of WFA of San Diego's portfolio in Q1 2026, its #56 holding.
WFA of San Diego first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2020 and has held it in 18 quarters since.
WFA of San Diego's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.93M in Q4 2021.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.