Summa Corp’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Summa Corp’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 Q1	$1.14M	Hold	12,175	–	–	0.47%	28
2025 Q4	$1.17M	Buy	12,175 +6,586	+118%	+$633K	0.5%	20
2025 Q3	$532K	Buy	+5,589	New	+$523K	0.23%	44
2024 Q2	–	Sell	-6,000	Closed	-$538K	–	62
2024 Q1	$538K	Hold	6,000	–	–	0.29%	32
2023 Q4	$534K	Buy	+6,000	New	+$505K	0.37%	29

Other funds holding EMB

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Summa Corp's EMB Position: Q1 2026 in Review

Summa Corp held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 12,175 shares worth $1.14M. The position accounts for 0.47% of the portfolio, ranked #28.

Summa Corp first reported a position in EMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Summa Corp held 12,175 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.14M as of Q1 2026.
Summa Corp left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.47% of Summa Corp's portfolio in Q1 2026, its #28 holding.
Summa Corp first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 5 quarters since.
Summa Corp's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.17M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.