Spurstone Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Spurstone Advisory Services’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	$576	Buy	6 +3	+100%	+$287	0.01%	77
2026 Q1	$282	Hold	3	–	–	﹤0.01%	68
2025 Q4	$289	Hold	3	–	–	﹤0.01%	88
2025 Q3	$285	Hold	3	–	–	﹤0.01%	107
2025 Q2	$277	Hold	3	–	–	﹤0.01%	131
2025 Q1	$271	Hold	3	–	–	0.01%	96
2024 Q4	$267	Buy	+3	New	+$274	0.01%	72

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

Spurstone Advisory Services's EMB Position: Q2 2026 in Review

Spurstone Advisory Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 100% in Q2 2026, buying an estimated $287 and bringing the position to 6 shares worth $576. The position accounts for 0.01% of the portfolio, ranked #77.

Spurstone Advisory Services first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Spurstone Advisory Services held 6 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $576 as of Q2 2026.
Spurstone Advisory Services bought 3 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $287.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #77 holding.
Spurstone Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.