EP Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

EP Wealth Advisors’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	$1.58M	Buy	16,808 +133	+0.8%	+$12.8K	0.01%	533
2025 Q4	$1.61M	Buy	+16,675	New	+$1.6M	0.01%	495
2025 Q2	$1.16M	Sell	12,501 -15,551	-55%	-$1.4M	0.01%	533
2025 Q1	$2.54M	Sell	28,052 -19,727	-41%	-$1.79M	0.02%	326
2024 Q4	$4.25M	Buy	47,779 +26,665	+126%	+$2.43M	0.03%	236
2024 Q3	$1.98M	Buy	21,114 +1,275	+6%	+$116K	0.02%	362
2024 Q2	$1.76M	Buy	19,839 +250	+1%	+$22.2K	0.02%	301
2024 Q1	$1.76M	Sell	19,589 -3,756	-16%	-$331K	0.02%	289
2023 Q4	$2.08M	Buy	23,345 +7,033	+43%	+$592K	0.03%	251
2023 Q3	$1.35M	Buy	16,312 +6,527	+67%	+$557K	0.02%	283
2023 Q2	$1.04M	Buy	9,785 +8,041	+461%	+$686K	0.02%	325
2023 Q1	$802K	Sell	1,744 -50,170	-97%	-$4.32M	0.01%	333
2022 Q4	$4.39M	Buy	51,914 +7,126	+16%	+$589K	0.08%	137
2022 Q3	$3.56M	Sell	44,788 -7,377	-14%	-$631K	0.08%	137
2022 Q2	$4.45M	Buy	52,165 +17,969	+53%	+$1.62M	0.1%	119
2022 Q1	$3.34M	Sell	34,196 -23,178	-40%	-$2.35M	0.07%	149
2021 Q4	$6.26M	Buy	57,374 +52,596	+1,101%	+$5.74M	0.15%	87
2021 Q3	$526K	Buy	4,778 +878	+23%	+$98.6K	0.01%	322
2021 Q2	$439K	Sell	3,900 -701	-15%	-$78K	0.01%	360
2021 Q1	$501K	Buy	4,601 +534	+13%	+$59.7K	0.02%	315
2020 Q4	$471K	Sell	4,067 -5,444	-57%	-$616K	0.02%	276
2020 Q3	$1.05M	Sell	9,511 -6,025	-39%	-$677K	0.05%	157
2020 Q2	$1.7M	Sell	15,536 -10,540	-40%	-$1.09M	0.07%	129
2020 Q1	$2.52M	Sell	26,076 -19,455	-43%	-$2.14M	0.12%	105
2019 Q4	$5.22M	Sell	45,531 -19,206	-30%	-$2.17M	0.21%	83
2019 Q3	$7.34M	Buy	64,737 +60,023	+1,273%	+$6.83M	0.36%	56
2019 Q2	$534K	Sell	4,714 -1,910	-29%	-$211K	0.03%	188
2019 Q1	$729K	Sell	6,624 -18,437	-74%	-$1.99M	0.07%	137
2018 Q4	$2.6M	Sell	25,061 -36,118	-59%	-$3.78M	0.2%	71
2018 Q3	$6.6M	Buy	+61,179	New	+$6.57M	0.52%	42
2018 Q2	–	Sell	-2,054	Closed	-$232K	–	197
2018 Q1	$232K	Sell	2,054 -22	-1%	-$2.5K	0.02%	182
2017 Q4	$241K	Buy	2,076 +281	+16%	+$32.5K	0.03%	171
2017 Q3	$209K	Sell	1,795 -1,172	-40%	-$135K	0.02%	166
2017 Q2	$339K	Buy	2,967 +546	+23%	+$62.7K	0.04%	125
2017 Q1	$275K	Buy	+2,421	New	+$273K	0.04%	125
2016 Q4	–	Sell	-2,400	Closed	-$281K	–	145
2016 Q3	$281K	Buy	2,400 +473	+25%	+$55.1K	0.04%	110
2016 Q2	$222K	Buy	+1,927	New	+$215K	0.04%	117
2016 Q1	–	Sell	-10,535	Closed	-$1.11M	–	149
2015 Q4	$1.11M	Buy	10,535 +2,419	+30%	+$261K	0.19%	66
2015 Q3	$864K	Buy	+8,116	New	+$879K	0.16%	61
2015 Q2	–	Sell	-3,160	Closed	-$354K	–	125
2015 Q1	$354K	Sell	3,160 -77,835	-96%	-$8.64M	0.07%	89
2014 Q4	$8.89M	Buy	+80,995	New	+$9.12M	1.46%	27

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

EP Wealth Advisors's EMB Position: Q1 2026 in Review

EP Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.8% in Q1 2026, buying an estimated $12.8K and bringing the position to 16,808 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #533.

EP Wealth Advisors first reported a position in EMB in Q4 2014 and has held it in 41 quarters since. The position peaked at $8.89M in Q4 2014. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

EP Wealth Advisors held 16,808 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.58M as of Q1 2026.
EP Wealth Advisors bought 133 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $12.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #533 holding.
EP Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 41 quarters since.
EP Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.89M in Q4 2014.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.