CFO
EMB icon

Custos Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Custos Family Office’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
Q4 		$1.16M Sell
12,051
-2,544
-17% -$244K 0.79% 20
2025
Q3 		$1.39M Sell
14,595
-58,822
-80% -$5.51M 0.79% 19
2025
Q2 		$6.8M Buy
73,417
+527
+0.7% +$47.4K 2.17% 16
2025
Q1 		$6.6M Buy
72,890
+1,198
+2% +$108K 2.34% 15
2024
Q4 		$6.38M Buy
71,692
+5,428
+8% +$495K 2.23% 15
2024
Q3 		$6.2M Buy
66,264
+5,087
+8% +$464K 2.25% 15
2024
Q2 		$5.41M Buy
61,177
+12,601
+26% +$1.12M 2.16% 16
2024
Q1 		$4.36M Buy
48,576
+3,386
+7% +$298K 2.25% 14
2023
Q4 		$4.02M Buy
45,190
+14,495
+47% +$1.22M 2.09% 15
2023
Q3 		$2.53M Buy
30,695
+6,503
+27% +$555K 1.71% 14
2023
Q2 		$2.09M Buy
24,192
+8,327
+52% +$711K 1.36% 14
2023
Q1 		$1.37M Buy
15,865
+5,012
+46% +$432K 0.96% 14
2022
Q4 		$918K Sell
10,853
-61,048
-85% -$5.05M 0.73% 19
2022
Q3 		$5.71M Buy
71,901
+9,473
+15% +$810K 5.57% 8
2022
Q2 		$5.33M Buy
62,428
+6,393
+11% +$578K 4.77% 9
2022
Q1 		$5.48M Buy
56,035
+7,884
+16% +$799K 4.45% 9
2021
Q4 		$5.25M Buy
+48,151
New +$5.25M 4.71% 9

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Custos Family Office's EMB Position: Q4 2025 in Review

Custos Family Office reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 17% in Q4 2025, selling an estimated $244K and leaving 12,051 shares worth $1.16M. The position accounts for 0.79% of the portfolio, ranked #20.

Custos Family Office first reported a position in EMB in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.8M in Q2 2025. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

  • Custos Family Office held 12,051 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.16M as of Q4 2025.
  • Custos Family Office sold 2,544 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $244K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.79% of Custos Family Office's portfolio in Q4 2025, its #20 holding.
  • Custos Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Custos Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.8M in Q2 2025.
  • 961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.