Rockefeller Capital Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Rockefeller Capital Management’s Portfolio CEMB Stock Details CEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.78K	Sell	105 -99	-49%	-$4.54K	﹤0.01%	4259
2025 Q4	$9.37K	Buy	204 +102	+100%	+$4.69K	﹤0.01%	3832
2025 Q3	$4.76K	Buy	+102	New	+$4.66K	﹤0.01%	3882
2022 Q1	–	Sell	-620	Closed	-$31K	–	3880
2021 Q4	$31K	Hold	620	–	–	﹤0.01%	2421
2021 Q3	$32K	Sell	620 -277	-31%	-$14.5K	﹤0.01%	2354
2021 Q2	$47K	Sell	897 -76	-8%	-$3.97K	﹤0.01%	2104
2021 Q1	$50K	Sell	973 -772	-44%	-$40.6K	﹤0.01%	1889
2020 Q4	$92K	Buy	1,745 +335	+24%	+$17.5K	﹤0.01%	1475
2020 Q3	$72K	Buy	1,410 +836	+146%	+$43.2K	﹤0.01%	1385
2020 Q2	$29K	Hold	574	–	–	﹤0.01%	1543
2020 Q1	$26K	Hold	574	–	–	﹤0.01%	1420
2019 Q4	$30K	Buy	+574	New	+$29.5K	﹤0.01%	1273

Other funds holding CEMB

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

Rockefeller Capital Management's CEMB Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 49% in Q1 2026, selling an estimated $4.54K and leaving 105 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

Rockefeller Capital Management first reported a position in CEMB in Q4 2019 and has held it in 12 quarters since. The position peaked at $92K in Q4 2020. 86 funds tracked by Wall St. Rank hold CEMB as of Q1 2026.

Rockefeller Capital Management held 105 shares of iShares JPMorgan EM Corporate Bond ETF worth $4.78K as of Q1 2026.
Rockefeller Capital Management sold 99 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2026, an estimated $4.54K.
iShares JPMorgan EM Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4259 holding.
Rockefeller Capital Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
Rockefeller Capital Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $92K in Q4 2020.
86 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.