Pettinga Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Pettinga Financial Advisors’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	-23,288	Closed	-$2.24M	–	152
2025 Q4	$2.24M	Buy	23,288 +2,624	+13%	+$252K	0.43%	46
2025 Q3	$1.97M	Buy	20,664 +5,274	+34%	+$494K	0.38%	49
2025 Q2	$1.43M	Buy	15,390 +1,173	+8%	+$106K	0.31%	51
2025 Q1	$1.29M	Sell	14,217 -2,213	-13%	-$200K	0.3%	52
2024 Q4	$1.46M	Buy	16,430 +497	+3%	+$45.4K	0.33%	49
2024 Q3	$1.49M	Buy	15,933 +7	+0%	+$638	0.35%	44
2024 Q2	$1.41M	Buy	15,926 +367	+2%	+$32.5K	0.35%	47
2024 Q1	$1.4M	Buy	15,559 +2,592	+20%	+$228K	0.36%	50
2023 Q4	$1.15M	Sell	12,967 -6,292	-33%	-$530K	0.31%	53
2023 Q3	$1.59M	Buy	19,259 +32	+0.2%	+$2.73K	0.48%	38
2023 Q2	$1.66M	Buy	19,227 +642	+3%	+$54.8K	0.49%	37
2023 Q1	$1.6M	Buy	+18,585	New	+$1.6M	0.5%	37
2019 Q3	–	Sell	-2,042	Closed	-$231K	–	91
2019 Q2	$231K	Buy	+2,042	New	+$225K	0.12%	82
2019 Q1	–	Sell	-2,156	Closed	-$224K	–	94
2018 Q4	$224K	Buy	+2,156	New	+$225K	0.15%	79

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

Pettinga Financial Advisors's EMB Position: Q1 2026 in Review

Pettinga Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 23,288 shares — an estimated $2.24M sold.

Pettinga Financial Advisors first reported a position in EMB in Q4 2018 and held it in 14 quarters. The position peaked at $2.24M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Pettinga Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Pettinga Financial Advisors sold 23,288 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $2.24M.
Pettinga Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 14 quarters.
Pettinga Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.24M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Pettinga Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.