Annis Gardner Whiting Capital Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q3	–	Sell	-40	Closed	-$3.71K	–	1263
2025 Q2	$3.71K	Hold	40	–	–	﹤0.01%	892
2025 Q1	$3.62K	Hold	40	–	–	﹤0.01%	652
2024 Q4	$3.56K	Hold	40	–	–	﹤0.01%	642
2024 Q3	$3.74K	Hold	40	–	–	﹤0.01%	662
2024 Q2	$3.54K	Buy	+40	New	+$3.55K	﹤0.01%	808

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EMB Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 40 shares — an estimated $3.71K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EMB in Q2 2024 and held it in 5 quarters. The position peaked at $3.74K in Q3 2024. 890 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 40 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $3.71K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.74K in Q3 2024.
890 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.