Wharton Business Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wharton Business Group’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	$3.97M	Buy	42,220 +50	+0.1%	+$4.8K	0.15%	60
2025 Q4	$4.04M	Hold	42,170	–	–	0.15%	59
2025 Q3	$4.01M	Buy	42,170 +34,770	+470%	+$3.26M	0.18%	58
2025 Q2	$717K	Sell	7,400 -34,770	-82%	-$3.13M	0.03%	89
2025 Q1	$3.79M	Buy	42,170 +80	+0.2%	+$7.24K	0.17%	55
2024 Q4	$3.75M	Hold	42,090	–	–	0.17%	59
2024 Q3	$3.94M	Sell	42,090 -135	-0.3%	-$12.3K	0.18%	61
2024 Q2	$3.74M	Sell	42,225 -255	-0.6%	-$22.6K	0.19%	59
2024 Q1	$3.81M	Hold	42,480	–	–	0.18%	58
2023 Q4	$3.78M	Hold	42,480	–	–	0.19%	58
2023 Q3	$3.5M	Hold	42,480	–	–	0.19%	62
2023 Q2	$3.68M	Hold	42,480	–	–	0.24%	52
2023 Q1	$3.67M	Sell	42,480 -1,095	-3%	-$94.4K	0.22%	57
2022 Q4	$3.69M	Hold	43,575	–	–	0.21%	61
2022 Q3	$3.46M	Hold	43,575	–	–	0.23%	55
2022 Q2	$3.72M	Buy	43,575 +215	+0.5%	+$19.4K	0.25%	54
2022 Q1	$4.24M	Buy	43,360 +3,880	+10%	+$393K	0.26%	51
2021 Q4	$4.31M	Buy	+39,480	New	+$4.31M	0.27%	50
2021 Q3	–	Sell	-39,480	Closed	-$4.44M	–	86
2021 Q2	$4.44M	Hold	39,480	–	–	0.35%	40
2021 Q1	$4.3M	Buy	39,480 +1,350	+4%	+$151K	0.34%	42
2020 Q4	$4.42M	Buy	38,130 +4,055	+12%	+$459K	0.36%	38
2020 Q3	$3.78M	Hold	34,075	–	–	0.35%	40
2020 Q2	$3.72M	Hold	34,075	–	–	0.36%	41
2020 Q1	$3.29M	Hold	34,075	–	–	0.37%	39
2019 Q4	$3.9M	Hold	34,075	–	–	0.36%	42
2019 Q3	$3.86M	Hold	34,075	–	–	0.39%	39
2019 Q2	$3.86M	Hold	34,075	–	–	0.39%	40
2019 Q1	$3.75M	Sell	34,075 -945	-3%	-$102K	0.39%	40
2018 Q4	$3.64M	Buy	35,020 +925	+3%	+$96.7K	0.43%	39
2018 Q3	$3.68M	Hold	34,095	–	–	0.37%	41
2018 Q2	$3.64M	Hold	34,095	–	–	0.38%	42
2018 Q1	$3.85M	Sell	34,095 -16,215	-32%	-$1.84M	0.4%	41
2017 Q4	$5.78M	Buy	50,310 +17,080	+51%	+$1.98M	0.6%	32
2017 Q3	$3.87M	Hold	33,230	–	–	0.41%	37
2017 Q2	$3.8M	Hold	33,230	–	–	0.41%	39
2017 Q1	$3.78M	Sell	33,230 -3,580	-10%	-$403K	0.4%	41
2016 Q4	$4.06M	Hold	36,810	–	–	0.48%	42
2016 Q3	$4.32M	Sell	36,810 -100	-0.3%	-$11.7K	0.53%	41
2016 Q2	$4.25M	Hold	36,910	–	–	0.5%	42
2016 Q1	$4.07M	Hold	36,910	–	–	0.45%	42
2015 Q4	$3.9M	Hold	36,910	–	–	0.39%	52
2015 Q3	$3.93M	Sell	36,910 -2,970	-7%	-$322K	0.39%	52
2015 Q2	$4.83K	Hold	39,880	–	–	0.32%	54
2015 Q1	$4.47M	Hold	39,880	–	–	0.37%	55
2014 Q4	$4.38M	Buy	39,880 +7,300	+22%	+$822K	0.36%	59
2014 Q3	$3.68M	Buy	32,580 +12,980	+66%	+$1.49M	0.33%	68
2014 Q2	$2.26M	Sell	19,600 -12,465	-39%	-$1.41M	0.25%	71
2014 Q1	$3.57M	Sell	32,065 -2,195	-6%	-$239K	0.29%	72
2013 Q4	$3.71M	Buy	34,260 +90	+0.3%	+$9.83K	0.31%	61
2013 Q3	$3.73M	Buy	34,170 +450	+1%	+$48.8K	0.31%	62
2013 Q2	$3.69M	Buy	+33,720	New	+$3.94M	0.32%	62

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 $3.04B AUM

Wharton Business Group's EMB Position: Q1 2026 in Review

Wharton Business Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.12% in Q1 2026, buying an estimated $4.8K and bringing the position to 42,220 shares worth $3.97M. The position accounts for 0.15% of the portfolio, ranked #60.

Wharton Business Group first reported a position in EMB in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.78M in Q4 2017. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Wharton Business Group held 42,220 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.97M as of Q1 2026.
Wharton Business Group bought 50 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $4.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.15% of Wharton Business Group's portfolio in Q1 2026, its #60 holding.
Wharton Business Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 51 quarters since.
Wharton Business Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.78M in Q4 2017.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.