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

Stonehearth 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
2025 Q2	–	Sell	-5,188	Closed	-$470K	–	96
2025 Q1	$470K	Sell	5,188 -60,036	-92%	-$5.44M	0.19%	45
2024 Q4	$5.81M	Buy	65,224 +737	+1%	+$67.3K	2.33%	13
2024 Q3	$6.03M	Buy	64,487 +313	+0.5%	+$28.5K	2.4%	13
2024 Q2	$5.68M	Buy	64,174 +2,928	+5%	+$260K	2.43%	13
2024 Q1	$5.49M	Buy	61,246 +1,973	+3%	+$174K	2.49%	13
2023 Q4	$5.28M	Buy	59,273 +689	+1%	+$58K	2.59%	13
2023 Q3	$4.83M	Buy	58,584 +1,018	+2%	+$86.8K	2.64%	12
2023 Q2	$4.98M	Sell	57,566 -120	-0.2%	-$10.2K	2.62%	12
2023 Q1	$4.98M	Buy	+57,686	New	+$4.97M	2.67%	14

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Stonehearth Capital Management's EMB Position: Q2 2025 in Review

Stonehearth Capital Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 5,188 shares — an estimated $470K sold.

Stonehearth Capital Management first reported a position in EMB in Q1 2023 and held it in 9 quarters. The position peaked at $6.03M in Q3 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Stonehearth Capital Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Stonehearth Capital Management sold 5,188 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $470K.
Stonehearth Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 9 quarters.
Stonehearth Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.03M in Q3 2024.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Stonehearth Capital Management's 13F filing for Q2 2025, filed 1 Jul 2025.