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

Copperleaf Capital’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
2025
Q3 		$780K Buy
8,194
+404
+5% +$37.8K 0.37% 62
2025
Q2 		$721K Buy
7,790
+272
+4% +$24.5K 0.37% 69
2025
Q1 		$681K Buy
7,518
+1,320
+21% +$119K 0.41% 67
2024
Q4 		$552K Sell
6,198
-814
-12% -$74.3K 0.35% 65
2024
Q3 		$656K Sell
7,012
-279
-4% -$25.4K 0.5% 61
2024
Q2 		$645K Buy
+7,291
New +$646K 0.52% 56
2024
Q1 		– Sell
-3,311
Closed -$295K – 92
2023
Q4 		$295K Sell
3,311
-116
-3% -$9.77K 0.3% 64
2023
Q3 		$283K Sell
3,427
-2,694
-44% -$230K 0.31% 66
2023
Q2 		$530K Sell
6,121
-7,902
-56% -$674K 0.5% 41
2023
Q1 		$1.21M Buy
14,023
+8,886
+173% +$766K 1.2% 29
2022
Q4 		$435K Sell
5,137
-1,652
-24% -$137K 0.5% 47
2022
Q3 		$539K Sell
6,789
-2,007
-23% -$172K 0.58% 47
2022
Q2 		$751K Sell
8,796
-709
-7% -$64.1K 0.76% 41
2022
Q1 		$929K Sell
9,505
-573
-6% -$58.1K 0.82% 37
2021
Q4 		$1.1M Buy
10,078
+1,682
+20% +$184K 0.95% 34
2021
Q3 		$924K Sell
8,396
-1,405
-14% -$158K 0.89% 35
2021
Q2 		$1.1M Buy
9,801
+269
+3% +$29.9K 1.08% 32
2021
Q1 		$1.04M Sell
9,532
-5,180
-35% -$579K 1.11% 33
2020
Q4 		$1.71M Sell
14,712
-16,171
-52% -$1.83M 1.46% 23
2020
Q3 		$3.42M Sell
30,883
-475
-2% -$53.3K 3.3% 9
2020
Q2 		$3.42M Buy
31,358
+895
+3% +$92.6K 3.55% 9
2020
Q1 		$2.94M Buy
30,463
+10,201
+50% +$1.12M 3.54% 10
2019
Q4 		$2.32M Buy
+20,262
New +$2.29M 2.35% 13

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Copperleaf Capital's EMB Position: Q3 2025 in Review

Copperleaf Capital increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.2% in Q3 2025, buying an estimated $37.8K and bringing the position to 8,194 shares worth $780K. The position accounts for 0.37% of the portfolio, ranked #62.

Copperleaf Capital first reported a position in EMB in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.42M in Q3 2020. 887 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

  • Copperleaf Capital held 8,194 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $780K as of Q3 2025.
  • Copperleaf Capital bought 404 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $37.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.37% of Copperleaf Capital's portfolio in Q3 2025, its #62 holding.
  • Copperleaf Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Copperleaf Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.42M in Q3 2020.
  • 887 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.