WLIM
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White Lighthouse Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

White Lighthouse 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 		$1.36M Buy
14,127
+1,085
+8% +$104K 0.17% 69
2026
Q1 		$1.23M Buy
13,042
+5,095
+64% +$490K 0.17% 71
2025
Q4 		$765K Buy
7,947
+929
+13% +$89.3K 0.11% 85
2025
Q3 		$668K Buy
7,018
+625
+10% +$58.5K 0.1% 85
2025
Q2 		$592K Buy
6,393
+223
+4% +$20.1K 0.1% 88
2025
Q1 		$559K Buy
6,170
+136
+2% +$12.3K 0.1% 86
2024
Q4 		$537K Sell
6,034
-737
-11% -$67.3K 0.09% 87
2024
Q3 		$634K Sell
6,771
-175
-3% -$15.9K 0.11% 79
2024
Q2 		$615K Buy
6,946
+192
+3% +$17K 0.12% 77
2024
Q1 		$606K Buy
6,754
+86
+1% +$7.57K 0.12% 78
2023
Q4 		$594K Sell
6,668
-1,561
-19% -$131K 0.13% 77
2023
Q3 		$679K Buy
8,229
+1,199
+17% +$102K 0.16% 74
2023
Q2 		$608K Buy
7,030
+1,535
+28% +$131K 0.15% 77
2023
Q1 		$474K Sell
5,495
-5
-0.1% -$431 0.12% 82
2022
Q4 		$465K Sell
5,500
-1,372
-20% -$113K 0.13% 82
2022
Q3 		$546K Buy
6,872
+143
+2% +$12.2K 0.16% 72
2022
Q2 		$574K Buy
6,729
+1,369
+26% +$124K 0.16% 73
2022
Q1 		$524K Sell
5,360
-4,445
-45% -$450K 0.13% 76
2021
Q4 		$1.07M Buy
9,805
+2,950
+43% +$322K 0.27% 56
2021
Q3 		$754K Buy
6,855
+15
+0.2% +$1.69K 0.2% 66
2021
Q2 		$769K Sell
6,840
-393
-5% -$43.7K 0.21% 67
2021
Q1 		$788K Sell
7,233
-250
-3% -$27.9K 0.24% 65
2020
Q4 		$867K Sell
7,483
-1,320
-15% -$149K 0.28% 64
2020
Q3 		$976K Sell
8,803
-1,175
-12% -$132K 0.34% 57
2020
Q2 		$1.09M Sell
9,978
-8,978
-47% -$929K 0.4% 51
2020
Q1 		$1.83M Buy
18,956
+3,504
+23% +$386K 0.77% 35
2019
Q4 		$1.77M Buy
15,452
+2,594
+20% +$293K 0.65% 38
2019
Q3 		$1.46M Buy
12,858
+2,047
+19% +$233K 0.59% 41
2019
Q2 		$1.23M Buy
10,811
+3,228
+43% +$356K 0.51% 44
2019
Q1 		$835K Buy
7,583
+5,603
+283% +$604K 0.38% 54
2018
Q4 		$206K Sell
1,980
-895
-31% -$93.6K 0.11% 107
2018
Q3 		$310K Sell
2,875
-5
-0.2% -$537 0.16% 92
2018
Q2 		$307K Buy
2,880
+167
+6% +$18.2K 0.17% 93
2018
Q1 		$306K Sell
2,713
-302
-10% -$34.3K 0.18% 93
2017
Q4 		$350K Buy
+3,015
New +$349K 0.2% 88

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

White Lighthouse Investment Management's EMB Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.3% in Q2 2026, buying an estimated $104K and bringing the position to 14,127 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #69.

White Lighthouse Investment Management first reported a position in EMB in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.83M in Q1 2020. 507 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • White Lighthouse Investment Management held 14,127 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.36M as of Q2 2026.
  • White Lighthouse Investment Management bought 1,085 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.17% of White Lighthouse Investment Management's portfolio in Q2 2026, its #69 holding.
  • White Lighthouse Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • White Lighthouse Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.83M in Q1 2020.
  • 507 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.