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 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 $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 $3.04B AUM

Claro Advisors's EMB Position: Q1 2026 in Review

Claro Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2,686 shares — an estimated $259K sold.

Claro Advisors first reported a position in EMB in Q4 2018 and held it in 5 quarters. The position peaked at $846K in Q3 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Claro Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Claro Advisors sold 2,686 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $259K.
Claro Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 5 quarters.
Claro Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $846K in Q3 2023.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.