Howe & Rusling’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Howe & Rusling’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	$470	Hold	5	–	–	﹤0.01%	471
2025 Q4	$482	Hold	5	–	–	﹤0.01%	474
2025 Q3	$476	Sell	5 -31	-86%	-$2.9K	﹤0.01%	449
2025 Q2	$3.33K	Sell	36 -170	-83%	-$15.3K	﹤0.01%	446
2025 Q1	$18.7K	Buy	206 +155	+304%	+$14K	﹤0.01%	358
2024 Q4	$4.54K	Buy	+51	New	+$4.66K	﹤0.01%	389
2024 Q3	–	Sell	-108	Closed	-$9.56K	–	416
2024 Q2	$9.56K	Sell	108 -103	-49%	-$9.13K	﹤0.01%	332
2024 Q1	$18.9K	Buy	+211	New	+$18.6K	﹤0.01%	320
2023 Q1	–	Sell	-412	Closed	-$34.9K	–	312
2022 Q4	$34.9K	Sell	412 -668	-62%	-$55.2K	﹤0.01%	251
2022 Q3	$86K	Buy	+1,080	New	+$92.3K	0.01%	274
2017 Q3	–	Sell	-101	Closed	-$12K	–	902
2017 Q2	$12K	Buy	+101	New	+$11.6K	﹤0.01%	440
2016 Q4	–	Sell	-10	Closed	-$1K	–	1042
2016 Q3	$1K	Buy	+10	New	+$1.17K	﹤0.01%	952
2016 Q2	–	Sell	-35	Closed	-$4K	–	985
2016 Q1	$4K	Buy	+35	New	+$3.73K	﹤0.01%	704

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

Howe & Rusling's EMB Position: Q1 2026 in Review

Howe & Rusling held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 5 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Howe & Rusling first reported a position in EMB in Q1 2016 and has held it in 13 quarters since. The position peaked at $86K in Q3 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Howe & Rusling held 5 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $470 as of Q1 2026.
Howe & Rusling left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #471 holding.
Howe & Rusling first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 13 quarters since.
Howe & Rusling's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $86K in Q3 2022.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.