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Norris Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Norris Financial Group’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 		– Sell
-70,323
Closed -$6.77M – 100
2025
Q4 		$6.77M Buy
70,323
+3,341
+5% +$321K 2.3% 9
2025
Q3 		$6.38M Buy
+66,982
New +$6.27M 2.33% 9

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Norris Financial Group's EMB Position: Q1 2026 in Review

Norris Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 70,323 shares — an estimated $6.77M sold.

Norris Financial Group first reported a position in EMB in Q3 2025 and held it in 2 quarters. The position peaked at $6.77M in Q4 2025. 847 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Norris Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 70,323 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $6.77M.
  • Norris Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and held it in 2 quarters.
  • Norris Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.77M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.