EWM
EMB icon

Empirical Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Empirical Wealth Management’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
Q2 		$1.19M Buy
12,361
+1,208
+11% +$116K 0.02% 363
2026
Q1 		$1.05M Sell
11,153
-1,386
-11% -$133K 0.02% 344
2025
Q4 		$1.21M Buy
12,539
+248
+2% +$23.8K 0.02% 309
2025
Q3 		$1.17M Sell
12,291
-29
-0.2% -$2.71K 0.02% 316
2025
Q2 		$1.14M Buy
12,320
+727
+6% +$65.5K 0.03% 295
2025
Q1 		$1.05M Sell
11,593
-466
-4% -$42.2K 0.03% 292
2024
Q4 		$1.07M Buy
12,059
+625
+5% +$57K 0.03% 273
2024
Q3 		$1.07M Buy
11,434
+222
+2% +$20.2K 0.03% 258
2024
Q2 		$992K Buy
11,212
+1,387
+14% +$123K 0.03% 263
2024
Q1 		$881K Sell
9,825
-112
-1% -$9.86K 0.03% 269
2023
Q4 		$885K Buy
9,937
+16
+0.2% +$1.35K 0.03% 250
2023
Q3 		$819K Sell
9,921
-232
-2% -$19.8K 0.03% 246
2023
Q2 		$879K Sell
10,153
-78
-0.8% -$6.66K 0.04% 241
2023
Q1 		$883K Buy
10,231
+2,392
+31% +$206K 0.04% 234
2022
Q4 		$663K Buy
7,839
+566
+8% +$46.8K 0.03% 266
2022
Q3 		$577K Sell
7,273
-389
-5% -$33.3K 0.03% 273
2022
Q2 		$654K Buy
7,662
+1,023
+15% +$92.5K 0.03% 256
2022
Q1 		$649K Sell
6,639
-486
-7% -$49.2K 0.03% 282
2021
Q4 		$777K Sell
7,125
-42
-0.6% -$4.58K 0.04% 261
2021
Q3 		$789K Buy
7,167
+85
+1% +$9.55K 0.04% 226
2021
Q2 		$796K Buy
7,082
+1,038
+17% +$116K 0.05% 217
2021
Q1 		$658K Buy
6,044
+606
+11% +$67.7K 0.05% 209
2020
Q4 		$630K Buy
5,438
+270
+5% +$30.6K 0.05% 215
2020
Q3 		$573K Sell
5,168
-704
-12% -$79.1K 0.05% 191
2020
Q2 		$641K Sell
5,872
-186
-3% -$19.2K 0.06% 176
2020
Q1 		$586K Sell
6,058
-882
-13% -$97.2K 0.06% 157
2019
Q4 		$795K Buy
6,940
+613
+10% +$69.3K 0.09% 141
2019
Q3 		$717K Buy
6,327
+386
+6% +$43.9K 0.09% 133
2019
Q2 		$673K Sell
5,941
-1,828
-24% -$202K 0.09% 127
2019
Q1 		$855K Sell
7,769
-1,912
-20% -$206K 0.12% 104
2018
Q4 		$1.01M Sell
9,681
-3,570
-27% -$373K 0.17% 72
2018
Q3 		$1.43M Sell
13,251
-28,893
-69% -$3.1M 0.25% 53
2018
Q2 		$4.5M Sell
42,144
-15,647
-27% -$1.71M 0.84% 19
2018
Q1 		$6.52M Buy
57,791
+5,082
+10% +$577K 1.29% 12
2017
Q4 		$6.12M Buy
52,709
+3,001
+6% +$347K 1.31% 13
2017
Q3 		$5.79M Buy
49,708
+9,817
+25% +$1.13M 1.34% 12
2017
Q2 		$4.56M Sell
39,891
-195
-0.5% -$22.4K 1.11% 15
2017
Q1 		$4.56M Sell
40,086
-31
-0.1% -$3.49K 1.14% 14
2016
Q4 		$4.42M Buy
40,117
+1,684
+4% +$189K 1.09% 13
2016
Q3 		$4.5M Buy
38,433
+290
+0.8% +$33.8K 1.18% 11
2016
Q2 		$4.39M Sell
38,143
-2
-0% -$223 1.15% 13
2016
Q1 		$4.21M Buy
38,145
+2,015
+6% +$215K 1.02% 13
2015
Q4 		$3.82M Buy
36,130
+7,265
+25% +$783K 0.93% 16
2015
Q3 		$3.07M Buy
28,865
+14,512
+101% +$1.57M 0.72% 19
2015
Q2 		$1.58M Buy
14,353
+11,477
+399% +$1.28M 0.37% 35
2015
Q1 		$322K Buy
+2,876
New +$319K 0.08% 80

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Empirical Wealth Management's EMB Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, buying an estimated $116K and bringing the position to 12,361 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #363.

Empirical Wealth Management first reported a position in EMB in Q1 2015 and has held it in 46 quarters since. The position peaked at $6.52M in Q1 2018. 306 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Empirical Wealth Management held 12,361 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.19M as of Q2 2026.
  • Empirical Wealth Management bought 1,208 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Empirical Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 46 quarters since.
  • Empirical Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.52M in Q1 2018.
  • 306 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.