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Estate Counselors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Estate Counselors’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 		$20.7M Buy
220,249
+107,719
+96% +$10.3M 1.84% 9
2025
Q4 		$10.8M Sell
112,530
-2,475
-2% -$238K 0.91% 16
2025
Q3 		$10.9M Buy
+115,005
New +$10.8M 0.94% 14
2025
Q2 		– Sell
-100,288
Closed -$9.09M – 93
2025
Q1 		$9.09M Buy
100,288
+11,435
+13% +$1.04M 0.94% 14
2024
Q4 		$7.91M Buy
88,853
+1,203
+1% +$110K 0.85% 18
2024
Q3 		$8.2M Sell
87,650
-1,085
-1% -$98.9K 0.85% 17
2024
Q2 		$7.85M Buy
88,735
+55,635
+168% +$4.93M 0.86% 14
2024
Q1 		$2.97M Sell
33,100
-5,380
-14% -$474K 0.34% 27
2023
Q4 		$3.4M Buy
38,480
+3,930
+11% +$331K 0.42% 43
2023
Q3 		$2.85M Buy
34,550
+18,260
+112% +$1.56M 0.38% 44
2023
Q2 		$1.41M Buy
16,290
+9,490
+140% +$810K 0.18% 72
2023
Q1 		$587K Buy
6,800
+265
+4% +$22.8K 0.08% 113
2022
Q4 		$553K Buy
6,535
+6,250
+2,193% +$517K 0.08% 122
2022
Q3 		$22K Buy
285
+25
+10% +$2.14K ﹤0.01% 157
2022
Q2 		$22K Sell
260
-55
-17% -$4.97K ﹤0.01% 157
2022
Q1 		$30K Buy
+315
New +$31.9K ﹤0.01% 156
2015
Q1 		– Sell
-18,500
Closed -$2.03M – 57
2014
Q4 		$2.03M Buy
+18,500
New +$2.08M 0.72% 32

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Estate Counselors's EMB Position: Q1 2026 in Review

Estate Counselors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 96% in Q1 2026, buying an estimated $10.3M and bringing the position to 220,249 shares worth $20.7M. The position accounts for 1.84% of the portfolio, ranked #9.

Estate Counselors first reported a position in EMB in Q4 2014 and has held it in 17 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Estate Counselors held 220,249 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $20.7M as of Q1 2026.
  • Estate Counselors bought 107,719 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $10.3M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.84% of Estate Counselors's portfolio in Q1 2026, its #9 holding.
  • Estate Counselors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 17 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.