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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
Q2 		$22M Buy
228,425
+8,176
+4% +$783K 1.89% 5
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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Estate Counselors's EMB Position: Q2 2026 in Review

Estate Counselors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.7% in Q2 2026, buying an estimated $783K and bringing the position to 228,425 shares worth $22M. The position accounts for 1.89% of the portfolio, ranked #5.

Estate Counselors first reported a position in EMB in Q4 2014 and has held it in 18 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Estate Counselors held 228,425 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $22M as of Q2 2026.
  • Estate Counselors bought 8,176 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $783K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.89% of Estate Counselors's portfolio in Q2 2026, its #5 holding.
  • Estate Counselors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 18 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.