MHR
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Matthew Hamilton Rosenberg’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$2.42M Buy
26,683
+2,621
+11% +$248K 0.43% 27
2026
Q2 		$2.32M Buy
24,062
+1,629
+7% +$156K 0.43% 27
2026
Q1 		$2.11M Buy
22,433
+3,173
+16% +$305K 0.43% 29
2025
Q4 		$1.85M Buy
19,260
+4,394
+30% +$422K 0.38% 31
2025
Q3 		$1.42M Buy
14,866
+6,005
+68% +$562K 0.31% 38
2025
Q2 		$821K Sell
8,861
-782
-8% -$70.4K 0.19% 52
2025
Q1 		$874K Buy
9,643
+1,043
+12% +$94.4K 0.22% 50
2024
Q4 		$766K Buy
8,600
+970
+13% +$88.5K 0.2% 51
2024
Q3 		$714K Buy
7,630
+641
+9% +$58.4K 0.19% 57
2024
Q2 		$613K Sell
6,989
-1,399
-17% -$124K 0.18% 60
2024
Q1 		$746K Buy
8,388
+669
+9% +$58.9K 0.22% 50
2023
Q4 		$687K Sell
7,719
-86
-1% -$7.24K 0.21% 48
2023
Q3 		$644K Sell
7,805
-487
-6% -$41.5K 0.21% 46
2023
Q2 		$718K Sell
8,292
-1,555
-16% -$133K 0.24% 44
2023
Q1 		$850K Sell
9,847
-1,017
-9% -$87.7K 0.27% 48
2022
Q4 		$919K Sell
10,864
-1,743
-14% -$144K 0.31% 46
2022
Q3 		$1M Sell
12,607
-1,313
-9% -$112K 0.39% 39
2022
Q2 		$1.2M Buy
13,920
+364
+3% +$32.9K 0.45% 35
2022
Q1 		$1.32M Sell
13,556
-202
-1% -$20.5K 0.46% 33
2021
Q4 		$1.5M Buy
13,758
+10,298
+298% +$1.12M 0.53% 32
2021
Q3 		$711K Sell
3,460
-3,041
-47% -$342K 0.28% 47
2021
Q2 		$731K Sell
6,501
-5
-0.1% -$556 0.38% 32
2021
Q1 		$708K Sell
6,506
-33
-0.5% -$3.69K 0.4% 32
2020
Q4 		$758K Sell
6,539
-419
-6% -$47.4K 0.47% 31
2020
Q3 		$772K Buy
6,958
+35
+0.5% +$3.93K 0.57% 28
2020
Q2 		$756K Buy
6,923
+771
+13% +$79.8K 0.6% 26
2020
Q1 		$595K Buy
+6,152
New +$678K 0.59% 23

Other funds holding EMB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Matthew Hamilton Rosenberg's EMB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q3 2026, buying an estimated $248K and bringing the position to 26,683 shares worth $2.42M. The position accounts for 0.43% of the portfolio, ranked #27.

Matthew Hamilton Rosenberg first reported a position in EMB in Q1 2020 and has held it in 27 quarters since. 45 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 26,683 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.42M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 2,621 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $248K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.43% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #27 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.