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

ORG 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
2025 Q4	$1.1M	Buy	11,437 +802	+8%	+$77.1K	0.19%	113
2025 Q3	$1.02M	Buy	10,635 +599	+6%	+$56.1K	0.19%	111
2025 Q2	$929K	Buy	10,036 +1,614	+19%	+$145K	0.2%	107
2025 Q1	$761K	Sell	8,422 -943	-10%	-$85.4K	0.19%	98
2024 Q4	$835K	Buy	9,365 +1,400	+18%	+$128K	0.11%	129
2024 Q3	$747K	Sell	7,965 -458	-5%	-$41.7K	0.12%	126
2024 Q2	$741K	Buy	+8,423	New	+$747K	0.09%	190
2024 Q1	–	Sell	-7,451	Closed	-$665K	–	694
2023 Q4	$665K	Buy	7,451 +7,006	+1,574%	+$590K	0.11%	153
2023 Q3	$36.9K	Sell	445 -14,341	-97%	-$1.22M	0.01%	576
2023 Q2	$1.28M	Sell	14,786 -3,695	-20%	-$315K	0.21%	97
2023 Q1	$1.59M	Buy	+18,481	New	+$1.59M	0.39%	51

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

AHSSHC

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

ORG Partners's EMB Position: Q4 2025 in Review

ORG Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.5% in Q4 2025, buying an estimated $77.1K and bringing the position to 11,437 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #113.

ORG Partners first reported a position in EMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2023. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

ORG Partners held 11,437 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.1M as of Q4 2025.
ORG Partners bought 802 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $77.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.19% of ORG Partners's portfolio in Q4 2025, its #113 holding.
ORG Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.59M in Q1 2023.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.