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 Q2	$227K	Buy	2,350 +121	+5%	+$11.6K	﹤0.01%	1776
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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

IEQ Capital's EMB Position: Q2 2026 in Review

IEQ Capital increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,350 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

IEQ Capital first reported a position in EMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

IEQ Capital held 2,350 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $227K as of Q2 2026.
IEQ Capital bought 121 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $11.6K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1776 holding.
IEQ Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 5 quarters since.
IEQ Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $242K in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.