Richard W. Paul & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Richard W. Paul & Associates’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	$2.05M	Buy	21,268 +474	+2%	+$45.4K	0.63%	35
2026 Q1	$1.95M	Buy	20,794 +363	+2%	+$34.9K	0.66%	31
2025 Q4	$1.97M	Buy	+20,431	New	+$1.96M	0.65%	30

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

Richard W. Paul & Associates's EMB Position: Q2 2026 in Review

Richard W. Paul & Associates increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.3% in Q2 2026, buying an estimated $45.4K and bringing the position to 21,268 shares worth $2.05M. The position accounts for 0.63% of the portfolio, ranked #35.

Richard W. Paul & Associates first reported a position in EMB in Q4 2025 and has held it in 3 quarters since. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Richard W. Paul & Associates held 21,268 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.05M as of Q2 2026.
Richard W. Paul & Associates bought 474 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $45.4K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.63% of Richard W. Paul & Associates's portfolio in Q2 2026, its #35 holding.
Richard W. Paul & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 3 quarters since.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.