Clune & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Clune & Associates’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	$15.4M	Buy	169,477 +1,829	+1%	+$173K	2.35%	15
2026 Q2	$16.2M	Buy	167,648 +50,800	+43%	+$4.87M	2.44%	14
2026 Q1	$11M	Buy	116,848 +45,309	+63%	+$4.35M	2.06%	14
2025 Q4	$6.89M	Buy	71,539 +1,951	+3%	+$187K	1.49%	18
2025 Q3	$6.62M	Buy	69,588 +2,550	+4%	+$239K	1.66%	17
2025 Q2	$6.21M	Buy	67,038 +2,268	+4%	+$204K	1.7%	16
2025 Q1	$5.87M	Buy	64,770 +4,861	+8%	+$440K	1.8%	15
2024 Q4	$5.33M	Buy	+59,909	New	+$5.47M	1.77%	15

Other funds holding EMB

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Clune & Associates's EMB Position: Q3 2026 in Review

Clune & Associates increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.1% in Q3 2026, buying an estimated $173K and bringing the position to 169,477 shares worth $15.4M. The position accounts for 2.35% of the portfolio, ranked #15.

Clune & Associates first reported a position in EMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q2 2026. 139 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Clune & Associates held 169,477 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $15.4M as of Q3 2026.
Clune & Associates bought 1,829 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $173K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 2.35% of Clune & Associates's portfolio in Q3 2026, its #15 holding.
Clune & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $16.2M in Q2 2026.
139 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.