Worth Financial Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Worth Financial Advisory 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 Q2	$216K	Buy	+2,244	New	+$215K	0.09%	189
2026 Q1	–	Sell	-7,240	Closed	-$697K	–	74
2025 Q4	$697K	Buy	+7,240	New	+$696K	0.34%	71
2025 Q2	–	Sell	-8,112	Closed	-$735K	–	154
2025 Q1	$735K	Sell	8,112 -232	-3%	-$21K	0.47%	52
2024 Q4	$743K	Sell	8,344 -67	-0.8%	-$6.12K	0.46%	55
2024 Q3	$787K	Buy	8,411 +89	+1%	+$8.11K	0.46%	53
2024 Q2	$736K	Buy	8,322 +93	+1%	+$8.24K	0.48%	51
2024 Q1	$738K	Buy	8,229 +448	+6%	+$39.5K	0.51%	52
2023 Q4	$693K	Buy	7,781 +175	+2%	+$14.7K	0.55%	46
2023 Q3	$628K	Buy	7,606 +560	+8%	+$47.8K	0.57%	46
2023 Q2	$610K	Sell	7,046 -56	-0.8%	-$4.78K	0.57%	48
2023 Q1	$613K	Buy	+7,102	New	+$612K	0.59%	50

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

Worth Financial Advisory Group's EMB Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 2,244 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #189 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in EMB as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in EMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $787K in Q3 2024. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Worth Financial Advisory Group held 2,244 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $216K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.09% of Worth Financial Advisory Group's portfolio in Q2 2026, its #189 holding.
Worth Financial Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 11 quarters since.
Worth Financial Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $787K in Q3 2024.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.