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 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 $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 $3.04B AUM

Pinney & Scofield's EMB Position: Q1 2026 in Review

Pinney & Scofield held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 3,186 shares worth $299K. The position accounts for 0.16% of the portfolio, ranked #42.

Pinney & Scofield first reported a position in EMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q3 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Pinney & Scofield held 3,186 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $299K as of Q1 2026.
Pinney & Scofield left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.16% of Pinney & Scofield's portfolio in Q1 2026, its #42 holding.
Pinney & Scofield first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 6 quarters since.
Pinney & Scofield's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $339K in Q3 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.