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

HCR 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
Q2 		$454K Hold
4,712
– – 0.04% 165
2026
Q1 		$443K Hold
4,712
– – 0.05% 160
2025
Q4 		$454K Sell
4,712
-10
-0.2% -$961 0.04% 164
2025
Q3 		$449K Hold
4,722
– – 0.05% 155
2025
Q2 		$437K Sell
4,722
-615
-12% -$55.4K 0.05% 155
2025
Q1 		$483K Hold
5,337
– – 0.06% 142
2024
Q4 		$475K Hold
5,337
– – 0.06% 141
2024
Q3 		$499K Hold
5,337
– – 0.07% 139
2024
Q2 		$472K Hold
5,337
– – 0.07% 134
2024
Q1 		$479K Sell
5,337
-625
-10% -$55K 0.07% 132
2023
Q4 		$531K Sell
5,962
-328
-5% -$27.6K 0.08% 117
2023
Q3 		$519K Buy
6,290
+150
+2% +$12.8K 0.11% 102
2023
Q2 		$531K Buy
6,140
+170
+3% +$14.5K 0.1% 110
2023
Q1 		$515K Buy
5,970
+555
+10% +$47.8K 0.1% 111
2022
Q4 		$458K Sell
5,415
-18
-0.3% -$1.49K 0.1% 115
2022
Q3 		$431K Sell
5,433
-1,075
-17% -$91.9K 0.09% 113
2022
Q2 		$555K Sell
6,508
-375
-5% -$33.9K 0.11% 106
2022
Q1 		$673K Hold
6,883
– – 0.11% 109
2021
Q4 		$751K Hold
6,883
– – 0.12% 115
2021
Q3 		$758K Buy
6,883
+1,150
+20% +$129K 0.13% 114
2021
Q2 		$645K Buy
5,733
+16
+0.3% +$1.78K 0.11% 116
2021
Q1 		$622K Buy
5,717
+5,542
+3,167% +$619K 0.12% 116
2020
Q4 		$20K Buy
+175
New +$19.8K ﹤0.01% 235
2020
Q1 		– Sell
-2,709
Closed -$310K – 241
2019
Q4 		$310K Buy
+2,709
New +$306K 0.08% 127
2018
Q3 		– Sell
-3,996
Closed -$382K – 162
2018
Q2 		$382K Sell
3,996
-85
-2% -$9.28K 0.13% 125
2018
Q1 		$413K Buy
4,081
+630
+18% +$71.5K 0.14% 118
2017
Q4 		$352K Buy
3,451
+576
+20% +$66.6K 0.12% 125
2017
Q3 		$335K Sell
2,875
-416
-13% -$48.1K 0.14% 120
2017
Q2 		$329K Sell
3,291
-120
-4% -$13.8K 0.16% 99
2017
Q1 		$341K Hold
3,411
– – 0.17% 106
2016
Q4 		$330K Buy
+3,411
New +$383K 0.17% 104

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

HCR Wealth Advisors's EMB Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 4,712 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #165.

HCR Wealth Advisors first reported a position in EMB in Q4 2016 and has held it in 31 quarters since. The position peaked at $758K in Q3 2021. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • HCR Wealth Advisors held 4,712 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $454K as of Q2 2026.
  • HCR Wealth Advisors left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • HCR Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 31 quarters since.
  • HCR Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $758K in Q3 2021.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.