Claro Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Claro 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
2026 Q2	$202K	Buy	+2,096	New	+$201K	0.02%	519
2026 Q1	–	Sell	-2,686	Closed	-$259K	–	518
2025 Q4	$259K	Buy	+2,686	New	+$258K	0.04%	366
2024 Q1	–	Sell	-7,202	Closed	-$641K	–	422
2023 Q4	$641K	Sell	7,202 -3,046	-30%	-$257K	0.14%	177
2023 Q3	$846K	Buy	10,248 +5,247	+105%	+$448K	0.21%	110
2023 Q2	$433K	Buy	+5,001	New	+$427K	0.11%	212
2019 Q1	–	Sell	-390	Closed	-$42K	–	381
2018 Q4	$42K	Buy	+390	New	+$40.8K	0.03%	365

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

Claro Advisors's EMB Position: Q2 2026 in Review

Claro Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 2,096 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Claro Advisors previously reported a position in EMB as recently as Q4 2025.

Claro Advisors first reported a position in EMB in Q4 2018 and has held it in 6 quarters since. The position peaked at $846K in Q3 2023. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Claro Advisors held 2,096 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $202K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Claro Advisors position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #519 holding.
Claro Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 6 quarters since.
Claro Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $846K in Q3 2023.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.