IEQ Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

IEQ Capital’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	$209K	Sell	2,229 -289	-11%	-$27.8K	﹤0.01%	1678
2025 Q4	$242K	Buy	2,518 +194	+8%	+$18.6K	﹤0.01%	1623
2025 Q3	$221K	Buy	+2,324	New	+$218K	﹤0.01%	1647
2025 Q1	–	Sell	-2,284	Closed	-$203K	–	1648
2024 Q4	$203K	Buy	+2,284	New	+$208K	﹤0.01%	1205

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

IEQ Capital's EMB Position: Q1 2026 in Review

IEQ Capital reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q1 2026, selling an estimated $27.8K and leaving 2,229 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

IEQ Capital first reported a position in EMB in Q4 2024 and has held it in 4 quarters since. The position peaked at $242K in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

IEQ Capital held 2,229 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $209K as of Q1 2026.
IEQ Capital sold 289 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $27.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1678 holding.
IEQ Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 4 quarters since.
IEQ Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $242K in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.