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 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

NorthRock Partners's EMB Position: Q1 2026 in Review

NorthRock Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 88% in Q1 2026, selling an estimated $3.56M and leaving 5,092 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #423.

NorthRock Partners first reported a position in EMB in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.06M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

NorthRock Partners held 5,092 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $478K as of Q1 2026.
NorthRock Partners sold 37,042 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.56M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #423 holding.
NorthRock Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and has held it in 13 quarters since.
NorthRock Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.06M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.