Westside Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Westside Investment 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	$132K	Buy	1,365 +400	+41%	+$38.3K	0.02%	376
2026 Q1	$90.6K	Buy	965 +900	+1,385%	+$86.5K	0.01%	430
2025 Q4	$6.26K	Hold	65	–	–	﹤0.01%	1200
2025 Q3	$6.19K	Hold	65	–	–	﹤0.01%	1238
2025 Q2	$6.02K	Hold	65	–	–	﹤0.01%	1124
2025 Q1	$5.89K	Hold	65	–	–	﹤0.01%	760
2024 Q4	$5.79K	Hold	65	–	–	﹤0.01%	756
2024 Q3	$6.08K	Hold	65	–	–	﹤0.01%	750
2024 Q2	$5.75K	Hold	65	–	–	﹤0.01%	741
2024 Q1	$5.83K	Hold	65	–	–	﹤0.01%	706
2023 Q4	$5.79K	Hold	65	–	–	﹤0.01%	678
2023 Q3	$5.36K	Hold	65	–	–	﹤0.01%	682
2023 Q2	$5.63K	Hold	65	–	–	﹤0.01%	685
2023 Q1	$5.61K	Hold	65	–	–	﹤0.01%	678
2022 Q4	$5	Sell	65 -650	-91%	-$53.7K	﹤0.01%	694
2022 Q3	$56	Hold	715	–	–	﹤0.01%	404
2022 Q2	$61	Hold	715	–	–	﹤0.01%	390
2022 Q1	$69	Hold	715	–	–	﹤0.01%	392
2021 Q4	$77	Hold	715	–	–	﹤0.01%	369
2021 Q3	$78	Hold	715	–	–	﹤0.01%	360
2021 Q2	$80	Hold	715	–	–	﹤0.01%	352
2021 Q1	$77	Hold	715	–	–	﹤0.01%	344
2020 Q4	$82	Hold	715	–	–	﹤0.01%	307
2020 Q3	$79	Sell	715 -5	-0.7%	-$562	﹤0.01%	315
2020 Q2	$78	Hold	720	–	–	﹤0.01%	299
2020 Q1	$69	Buy	+720	New	+$79.4K	﹤0.01%	306
2019 Q2	$81K	Buy	+720	New	+$79.4K	0.03%	245
2018 Q4	$74.3K	Buy	715 +650	+1,000%	+$68K	0.03%	248
2018 Q3	$6.98K	Buy	+65	New	+$6.98K	﹤0.01%	550

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

Westside Investment Management's EMB Position: Q2 2026 in Review

Westside Investment Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 41% in Q2 2026, buying an estimated $38.3K and bringing the position to 1,365 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #376.

Westside Investment Management first reported a position in EMB in Q3 2018 and has held it in 29 quarters since. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Westside Investment Management held 1,365 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $132K as of Q2 2026.
Westside Investment Management bought 400 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $38.3K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #376 holding.
Westside Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and has held it in 29 quarters since.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.