CX Institutional’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

CX Institutional’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	-515	Closed	-$50K	–	1581
2025 Q4	$50K	Buy	515 +43	+9%	+$4.13K	﹤0.01%	965
2025 Q3	$45K	Buy	472 +2	+0.4%	+$187	﹤0.01%	960
2025 Q2	$44K	Sell	470 -511	-52%	-$46K	﹤0.01%	871
2025 Q1	$89K	Buy	+981	New	+$88.8K	﹤0.01%	764
2019 Q3	–	Sell	-189	Closed	-$21K	–	831
2019 Q2	$21K	Buy	+189	New	+$20.8K	﹤0.01%	400
2018 Q4	–	Sell	-22	Closed	-$2K	–	536
2018 Q3	$2K	Buy	+22	New	+$2.36K	﹤0.01%	326

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

CX Institutional's EMB Position: Q1 2026 in Review

CX Institutional sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 515 shares — an estimated $50K sold.

CX Institutional first reported a position in EMB in Q3 2018 and held it in 6 quarters. The position peaked at $89K in Q1 2025. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

CX Institutional reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 515 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $50K.
CX Institutional first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and held it in 6 quarters.
CX Institutional's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $89K in Q1 2025.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.