Pinney & Scofield’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Pinney & Scofield’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	$289K	Sell	3,000 -186	-6%	-$17.8K	0.14%	47
2026 Q1	$299K	Hold	3,186	–	–	0.16%	42
2025 Q4	$307K	Sell	3,186 -372	-10%	-$35.7K	0.17%	39
2025 Q3	$339K	Hold	3,558	–	–	0.21%	36
2025 Q2	$330K	Buy	3,558 +558	+19%	+$50.2K	0.22%	36
2025 Q1	$272K	Hold	3,000	–	–	0.2%	39
2024 Q4	$267K	Buy	+3,000	New	+$274K	0.2%	42

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

Pinney & Scofield's EMB Position: Q2 2026 in Review

Pinney & Scofield reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.8% in Q2 2026, selling an estimated $17.8K and leaving 3,000 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #47.

Pinney & Scofield first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $339K in Q3 2025. 837 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Pinney & Scofield held 3,000 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $289K as of Q2 2026.
Pinney & Scofield sold 186 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $17.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Pinney & Scofield's portfolio in Q2 2026, its #47 holding.
Pinney & Scofield first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $339K in Q3 2025.
837 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.