Stokes Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Stokes Family Office’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	$296K	Sell	3,070 -8,193	-73%	-$785K	0.03%	230
2026 Q1	$1.06M	Sell	11,263 -28,094	-71%	-$2.7M	0.11%	126
2025 Q4	$3.79M	Buy	39,357 +4,924	+14%	+$473K	0.35%	68
2025 Q3	$3.28M	Buy	34,433 +160	+0.5%	+$15K	0.31%	74
2025 Q2	$3.17M	Buy	34,273 +1,383	+4%	+$125K	0.33%	69
2025 Q1	$2.98M	Buy	32,890 +7,981	+32%	+$723K	0.33%	68
2024 Q4	$2.22M	Buy	24,909 +2,984	+14%	+$272K	0.24%	81
2024 Q3	$2.05M	Buy	21,925 +754	+4%	+$68.7K	0.22%	80
2024 Q2	$1.87M	Sell	21,171 -354	-2%	-$31.4K	0.22%	85
2024 Q1	$1.93M	Buy	21,525 +1,334	+7%	+$117K	0.24%	84
2023 Q4	$1.8M	Sell	20,191 -358	-2%	-$30.2K	0.24%	86
2023 Q3	$1.7M	Sell	20,549 -6	-0%	-$512	0.2%	93
2023 Q2	$1.78M	Sell	20,555 -1,006	-5%	-$85.9K	0.21%	85
2023 Q1	$1.86M	Buy	+21,561	New	+$1.86M	0.23%	82

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

Stokes Family Office's EMB Position: Q2 2026 in Review

Stokes Family Office reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 73% in Q2 2026, selling an estimated $785K and leaving 3,070 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #230.

Stokes Family Office first reported a position in EMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.79M in Q4 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Stokes Family Office held 3,070 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $296K as of Q2 2026.
Stokes Family Office sold 8,193 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $785K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #230 holding.
Stokes Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 14 quarters since.
Stokes Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.79M in Q4 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.