Kovitz Investment Group Partners
EMB icon

Kovitz Investment Group Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kovitz Investment Group Partners’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 		$9.62M Sell
99,733
-22,354
-18% -$2.14M 0.21% 99
2026
Q1 		$11.5M Sell
122,087
-34,850
-22% -$3.35M 0.27% 95
2025
Q4 		$15.1M Sell
156,937
-21,300
-12% -$2.05M 0.33% 70
2025
Q3 		$17M Buy
178,237
+69,815
+64% +$6.54M 0.07% 238
2025
Q2 		$10M Buy
108,422
+1,836
+2% +$165K 0.04% 307
2025
Q1 		$9.66M Buy
106,586
+36,494
+52% +$3.3M 0.05% 277
2024
Q4 		$6.27M Sell
70,092
-3,925
-5% -$358K 0.03% 356
2024
Q3 		$6.76M Buy
74,017
+30,475
+70% +$2.78M 0.05% 292
2024
Q2 		$3.85M Buy
43,542
+37,876
+668% +$3.36M 0.03% 326
2024
Q1 		$508K Buy
5,666
+334
+6% +$29.4K 0.01% 503
2023
Q4 		$475K Sell
5,332
-49
-0.9% -$4.13K 0.01% 334
2023
Q3 		$444K Sell
5,381
-4,292
-44% -$366K 0.01% 336
2023
Q2 		$837K Buy
9,673
+165
+2% +$14.1K 0.01% 308
2023
Q1 		$820K Sell
9,508
-780
-8% -$67.2K 0.01% 306
2022
Q4 		$870K Sell
10,288
-825
-7% -$68.2K 0.02% 295
2022
Q3 		$882K Sell
11,113
-57
-0.5% -$4.87K 0.02% 279
2022
Q2 		$953K Sell
11,170
-33
-0.3% -$2.98K 0.02% 293
2022
Q1 		$1.09M Buy
11,203
+273
+2% +$27.7K 0.02% 284
2021
Q4 		$1.27M Sell
10,930
-2
-0% -$218 0.03% 250
2021
Q3 		$1.2M Buy
10,932
+23
+0.2% +$2.58K 0.02% 282
2021
Q2 		$1.23M Sell
10,909
-140
-1% -$15.6K 0.02% 283
2021
Q1 		$1.2M Buy
11,049
+119
+1% +$13.3K 0.03% 266
2020
Q4 		$1.27M Sell
10,930
-138
-1% -$15.6K 0.03% 245
2020
Q3 		$1.23M Sell
11,068
-205
-2% -$23K 0.03% 242
2020
Q2 		$1.23M Buy
+11,273
New +$1.17M 0.04% 234
2020
Q1 		– Sell
-12,348
Closed -$1.42M – 371
2019
Q4 		$1.42M Sell
12,348
-354
-3% -$40K 0.04% 227
2019
Q3 		$1.44M Sell
12,702
-1,337
-10% -$152K 0.05% 222
2019
Q2 		$1.59M Sell
14,039
-4,955
-26% -$546K 0.05% 215
2019
Q1 		$2.09M Sell
18,994
-262
-1% -$28.3K 0.07% 190
2018
Q4 		$2M Buy
+19,256
New +$2.01M 0.08% 148

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

Kovitz Investment Group Partners's EMB Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 18% in Q2 2026, selling an estimated $2.14M and leaving 99,733 shares worth $9.62M. The position accounts for 0.21% of the portfolio, ranked #99.

Kovitz Investment Group Partners first reported a position in EMB in Q4 2018 and has held it in 30 quarters since. The position peaked at $17M in Q3 2025. 831 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Kovitz Investment Group Partners held 99,733 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $9.62M as of Q2 2026.
  • Kovitz Investment Group Partners sold 22,354 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $2.14M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.21% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #99 holding.
  • Kovitz Investment Group Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17M in Q3 2025.
  • 831 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.