NorthRock Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

NorthRock 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	$458K	Sell	4,753 -339	-7%	-$32.5K	0.01%	457
2026 Q1	$478K	Sell	5,092 -37,042	-88%	-$3.56M	0.01%	423
2025 Q4	$4.06M	Buy	42,134 +14,026	+50%	+$1.35M	0.07%	134
2025 Q3	$2.68M	Buy	+28,108	New	+$2.63M	0.05%	178
2025 Q2	–	Sell	-452	Closed	-$40.9K	–	741
2025 Q1	$40.9K	Sell	452 -13	-3%	-$1.18K	﹤0.01%	699
2024 Q4	$41.5K	Sell	465 -304	-40%	-$27.7K	﹤0.01%	663
2024 Q3	$72K	Sell	769 -444	-37%	-$40.5K	﹤0.01%	676
2024 Q2	$107K	Sell	1,213 -3,327	-73%	-$295K	﹤0.01%	614
2024 Q1	$407K	Sell	4,540 -985	-18%	-$86.8K	0.02%	412
2023 Q4	$492K	Buy	+5,525	New	+$465K	0.02%	326
2022 Q2	–	Sell	-2,778	Closed	-$272K	–	318
2022 Q1	$272K	Buy	+2,778	New	+$281K	0.02%	257
2020 Q2	–	Sell	-3,745	Closed	-$376K	–	218
2020 Q1	$376K	Buy	3,745 +3,181	+564%	+$351K	0.05%	127
2019 Q4	$1.23M	Sell	564 -31,745	-98%	-$3.59M	0.13%	92
2019 Q3	$3.66M	Buy	+32,309	New	+$3.68M	0.5%	48

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

NorthRock Partners's EMB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.7% in Q2 2026, selling an estimated $32.5K and leaving 4,753 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #457.

NorthRock Partners first reported a position in EMB in Q3 2019 and has held it in 14 quarters since. The position peaked at $4.06M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

NorthRock Partners held 4,753 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $458K as of Q2 2026.
NorthRock Partners sold 339 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $32.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #457 holding.
NorthRock Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and has held it in 14 quarters since.
NorthRock Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.06M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.