Clear Investment Research’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Clear Investment Research’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	$21.1K	Buy	+225	New	+$21.6K	0.03%	143
2025 Q4	–	Sell	-762	Closed	-$72.6K	–	102
2025 Q3	$72.6K	Sell	762 -667	-47%	-$62.5K	0.1%	99
2025 Q2	$132K	Buy	1,429 +15	+1%	+$1.35K	0.17%	75
2025 Q1	$128K	Buy	1,414 +9	+0.6%	+$815	0.17%	70
2024 Q4	$125K	Buy	1,405 +45	+3%	+$4.11K	0.16%	70
2024 Q3	$127K	Buy	1,360 +19	+1%	+$1.73K	0.17%	68
2024 Q2	$119K	Buy	1,341 +56	+4%	+$4.96K	0.15%	68
2024 Q1	$115K	Sell	1,285 -85	-6%	-$7.49K	0.16%	65
2023 Q4	$122K	Buy	1,370 +45	+3%	+$3.79K	0.17%	66
2023 Q3	$109K	Sell	1,325 -179	-12%	-$15.3K	0.19%	63
2023 Q2	$130K	Buy	1,504 +33	+2%	+$2.82K	0.22%	57
2023 Q1	$127K	Sell	1,471 -146	-9%	-$12.6K	0.22%	58
2022 Q4	$137K	Sell	1,617 -287	-15%	-$23.7K	0.27%	51
2022 Q3	$151K	Buy	1,904 +12	+0.6%	+$1.03K	0.32%	47
2022 Q2	$161K	Sell	1,892 -711	-27%	-$64.3K	0.36%	48
2022 Q1	$255K	Sell	2,603 -1,151	-31%	-$117K	0.5%	38
2021 Q4	$409K	Buy	3,754 +204	+6%	+$22.3K	0.63%	29
2021 Q3	$391K	Buy	3,550 +282	+9%	+$31.7K	0.63%	29
2021 Q2	$368K	Buy	3,268 +159	+5%	+$17.7K	0.61%	29
2021 Q1	$339K	Buy	3,109 +28	+0.9%	+$3.13K	0.61%	28
2020 Q4	$357K	Buy	3,081 +613	+25%	+$69.4K	0.65%	25
2020 Q3	$274K	Buy	2,468 +191	+8%	+$21.4K	0.56%	32
2020 Q2	$249K	Sell	2,277 -79	-3%	-$8.18K	0.53%	34
2020 Q1	$228K	Buy	2,356 +10	+0.4%	+$1.1K	0.55%	31
2019 Q4	$269K	Buy	2,346 +44	+2%	+$4.97K	0.56%	32
2019 Q3	$261K	Sell	2,302 -5,607	-71%	-$638K	0.56%	32
2019 Q2	$896K	Buy	7,909 +10	+0.1%	+$1.1K	1.47%	15
2019 Q1	$869K	Buy	7,899 +193	+3%	+$20.8K	1.36%	16
2018 Q4	$801K	Sell	7,706 -368	-5%	-$38.5K	1.29%	16
2018 Q3	$870K	Buy	8,074 +616	+8%	+$66.2K	1.26%	16
2018 Q2	$841K	Hold	7,458	–	–	0.55%	18
2018 Q1	$841K	Buy	7,458 +494	+7%	+$56.1K	0.55%	18
2017 Q4	$809K	Buy	6,964 +255	+4%	+$29.5K	0.54%	18
2017 Q3	$781K	Buy	6,709 +5,531	+470%	+$639K	0.53%	18
2017 Q2	$135K	Buy	1,178 +115	+11%	+$13.2K	0.1%	36
2017 Q1	$121K	Sell	1,063 -11	-1%	-$1.24K	0.09%	25
2016 Q4	$118K	Sell	1,074 -26	-2%	-$2.92K	0.09%	25
2016 Q3	$129K	Buy	1,100 +23	+2%	+$2.68K	0.1%	25
2016 Q2	$124K	Sell	1,077 -10,344	-91%	-$1.15M	0.13%	23
2016 Q1	$1.26M	Sell	11,421 -472	-4%	-$50.3K	1.03%	21
2015 Q4	$1.26M	Hold	11,893	–	–	1.07%	21
2015 Q3	$1.27M	Sell	11,893 -176	-1%	-$19.1K	1.17%	21
2015 Q2	$1.33M	Buy	12,069 +136	+1%	+$15.2K	1.18%	21
2015 Q1	$1.34M	Buy	+11,933	New	+$1.32M	1.21%	21

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

Clear Investment Research's EMB Position: Q1 2026 in Review

Clear Investment Research opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026: 225 shares worth $21.1K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in EMB as recently as Q3 2025.

Clear Investment Research first reported a position in EMB in Q1 2015 and has held it in 44 quarters since. The position peaked at $1.34M in Q1 2015. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Clear Investment Research held 225 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $21.1K as of Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Clear Investment Research position in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Clear Investment Research's portfolio in Q1 2026, its #143 holding.
Clear Investment Research first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 44 quarters since.
Clear Investment Research's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.34M in Q1 2015.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.