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

MAI Capital Management’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	$905K	Sell	9,386 -78	-0.8%	-$7.47K	﹤0.01%	1027
2026 Q1	$889K	Buy	9,464 +1,752	+23%	+$168K	0.01%	815
2025 Q4	$742K	Buy	7,712 +374	+5%	+$35.9K	﹤0.01%	838
2025 Q3	$699K	Buy	7,338 +769	+12%	+$72K	﹤0.01%	815
2025 Q2	$608K	Sell	6,569 -516	-7%	-$46.5K	﹤0.01%	791
2025 Q1	$642K	Buy	7,085 +200	+3%	+$18.1K	﹤0.01%	743
2024 Q4	$613K	Buy	+6,885	New	+$628K	﹤0.01%	778

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

MAI Capital Management's EMB Position: Q2 2026 in Review

MAI Capital Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.82% in Q2 2026, selling an estimated $7.47K and leaving 9,386 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

MAI Capital Management first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

MAI Capital Management held 9,386 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $905K as of Q2 2026.
MAI Capital Management sold 78 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $7.47K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1027 holding.
MAI Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.