Rockefeller Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rockefeller Capital Management’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	$9.89M	Buy	102,589 +4,246	+4%	+$407K	0.02%	733
2026 Q1	$9.24M	Buy	98,343 +9,047	+10%	+$869K	0.02%	702
2025 Q4	$8.6M	Buy	89,296 +9,973	+13%	+$958K	0.02%	706
2025 Q3	$7.55M	Buy	79,323 +11,368	+17%	+$1.06M	0.01%	711
2025 Q2	$6.29M	Buy	67,955 +27,149	+67%	+$2.44M	0.01%	732
2025 Q1	$3.7M	Sell	40,806 -651	-2%	-$58.9K	0.01%	831
2024 Q4	$3.69M	Buy	41,457 +2,201	+6%	+$201K	0.01%	815
2024 Q3	$3.67M	Buy	39,256 +2,623	+7%	+$239K	0.01%	802
2024 Q2	$3.24M	Sell	36,633 -1,450	-4%	-$129K	0.01%	826
2024 Q1	$3.41M	Sell	38,083 -9,007	-19%	-$793K	0.01%	818
2023 Q4	$4.19M	Buy	47,090 +23,833	+102%	+$2.01M	0.01%	688
2023 Q3	$1.92M	Buy	23,257 +524	+2%	+$44.7K	0.01%	863
2023 Q2	$1.97M	Sell	22,733 -13,311	-37%	-$1.14M	0.01%	849
2023 Q1	$3.11M	Buy	36,044 +8,957	+33%	+$772K	0.01%	680
2022 Q4	$2.29M	Sell	27,087 -9,669	-26%	-$799K	0.01%	706
2022 Q3	$2.92M	Buy	36,756 +242	+0.7%	+$20.7K	0.02%	651
2022 Q2	$3.11M	Sell	36,514 -7,278	-17%	-$658K	0.02%	638
2022 Q1	$4.28M	Sell	43,792 -10,220	-19%	-$1.04M	0.02%	577
2021 Q4	$5.89M	Buy	54,012 +16,660	+45%	+$1.82M	0.03%	495
2021 Q3	$4.11M	Buy	37,352 +1,123	+3%	+$126K	0.02%	530
2021 Q2	$4.07M	Buy	36,229 +10,569	+41%	+$1.18M	0.02%	506
2021 Q1	$2.79M	Buy	25,660 +1,554	+6%	+$174K	0.02%	502
2020 Q4	$2.79M	Buy	24,106 +507	+2%	+$57.4K	0.02%	439
2020 Q3	$2.62M	Buy	23,599 +862	+4%	+$96.8K	0.02%	370
2020 Q2	$2.48M	Sell	22,737 -970	-4%	-$100K	0.03%	356
2020 Q1	$2.29M	Buy	23,707 +1,358	+6%	+$150K	0.03%	312
2019 Q4	$2.56M	Buy	22,349 +633	+3%	+$71.5K	0.03%	303
2019 Q3	$2.46M	Buy	21,716 +609	+3%	+$69.3K	0.03%	262
2019 Q2	$2.39M	Sell	21,107 -3,317	-14%	-$366K	0.03%	231
2019 Q1	$2.69M	Buy	24,424 +12,840	+111%	+$1.38M	0.04%	222
2018 Q4	$1.2M	Buy	+11,584	New	+$1.21M	0.02%	226

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

Rockefeller Capital Management's EMB Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.3% in Q2 2026, buying an estimated $407K and bringing the position to 102,589 shares worth $9.89M. The position accounts for 0.02% of the portfolio, ranked #733.

Rockefeller Capital Management first reported a position in EMB in Q4 2018 and has held it in 31 quarters since. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Rockefeller Capital Management held 102,589 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $9.89M as of Q2 2026.
Rockefeller Capital Management bought 4,246 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $407K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #733 holding.
Rockefeller Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 31 quarters since.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.