Apella Capital
EMB icon

Apella Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Apella Capital’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
Q3 		$35.8M Buy
394,591
+69,574
+21% +$6.58M 0.45% 51
2026
Q2 		$31.2M Buy
325,017
+39,151
+14% +$3.75M 0.44% 54
2026
Q1 		$27.6M Buy
285,866
+59,816
+26% +$5.75M 0.41% 58
2025
Q4 		$21.8M Buy
226,050
+26,834
+13% +$2.58M 0.43% 55
2025
Q3 		$19.1M Buy
199,216
+46,844
+31% +$4.39M 0.42% 57
2025
Q2 		$14M Buy
152,372
+30,467
+25% +$2.74M 0.38% 53
2025
Q1 		$10.8M Buy
121,905
+26,831
+28% +$2.43M 0.37% 57
2024
Q4 		$8.47M Buy
95,074
+11,984
+14% +$1.09M 0.32% 54
2024
Q3 		$7.75M Buy
83,090
+12,669
+18% +$1.15M 0.32% 52
2024
Q2 		$6.28M Buy
70,421
+7,948
+13% +$705K 0.28% 57
2024
Q1 		$5.62M Buy
62,473
+12,352
+25% +$1.09M 0.28% 60
2023
Q4 		$4.38M Buy
50,121
+11,340
+29% +$955K 0.24% 68
2023
Q3 		$3.2M Buy
38,781
+6,334
+20% +$540K 0.23% 65
2023
Q2 		$2.81M Buy
+32,447
New +$2.77M 0.2% 69
2022
Q4 		$1.67M Buy
+19,706
New +$1.63M 0.15% 79
2022
Q2 		– Sell
-2,172
Closed -$212K – 222
2022
Q1 		$212K Sell
2,172
-658
-23% -$66.7K 0.03% 196
2021
Q4 		$309K Sell
2,830
-4,472
-61% -$488K 0.04% 163
2021
Q3 		$804K Buy
+7,302
New +$820K 0.12% 100

Other funds holding EMB

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apella Capital's EMB Position: Q3 2026 in Review

Apella Capital increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 21% in Q3 2026, buying an estimated $6.58M and bringing the position to 394,591 shares worth $35.8M. The position accounts for 0.45% of the portfolio, ranked #51.

Apella Capital first reported a position in EMB in Q3 2021 and has held it in 18 quarters since. 202 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Apella Capital held 394,591 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $35.8M as of Q3 2026.
  • Apella Capital bought 69,574 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $6.58M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.45% of Apella Capital's portfolio in Q3 2026, its #51 holding.
  • Apella Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.