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

Capital Insight 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 Q1	–	Sell	-2,145	Closed	-$207K	–	30
2025 Q4	$207K	Sell	2,145 -127,290	-98%	-$12.2M	0.04%	133
2025 Q3	$12.3M	Sell	129,435 -3,002	-2%	-$281K	2.04%	13
2025 Q2	$12.3M	Sell	132,437 -12,188	-8%	-$1.1M	2.13%	11
2025 Q1	$13.1M	Buy	144,625 +28	+0%	+$2.54K	2.29%	9
2024 Q4	$12.9M	Buy	144,597 +5,380	+4%	+$491K	2.23%	9
2024 Q3	$13M	Buy	139,217 +66,673	+92%	+$6.08M	2.28%	9
2024 Q2	$6.42M	Buy	+72,544	New	+$6.43M	1.21%	22

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

Capital Insight Partners's EMB Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2,145 shares — an estimated $207K sold.

Capital Insight Partners first reported a position in EMB in Q2 2024 and held it in 7 quarters. The position peaked at $13.1M in Q1 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Capital Insight Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 2,145 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $207K.
Capital Insight Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 7 quarters.
Capital Insight Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $13.1M in Q1 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.