Whittier Trust’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Whittier Trust’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	$5.49K	Buy	+57	New	+$5.46K	﹤0.01%	1203
2025 Q4	–	Sell	-62	Closed	-$5.9K	–	1371
2025 Q3	$5.9K	Buy	62 +2	+3%	+$187	﹤0.01%	1205
2025 Q2	$5.56K	Hold	60	–	–	﹤0.01%	1326
2025 Q1	$5.43K	Hold	60	–	–	﹤0.01%	1305
2024 Q4	$5.34K	Hold	60	–	–	﹤0.01%	1359
2024 Q3	$5.61K	Hold	60	–	–	﹤0.01%	1361
2024 Q2	$5.31K	Hold	60	–	–	﹤0.01%	1337
2024 Q1	$5.38K	Sell	60 -820	-93%	-$72.2K	﹤0.01%	1348
2023 Q4	$78.4K	Buy	880 +629	+251%	+$53K	﹤0.01%	821
2023 Q3	$20.7K	Hold	251	–	–	﹤0.01%	1109
2023 Q2	$21.7K	Hold	251	–	–	﹤0.01%	1107
2023 Q1	$21.7K	Hold	251	–	–	﹤0.01%	1142
2022 Q4	$21.2K	Sell	251 -356	-59%	-$29.4K	﹤0.01%	1133
2022 Q3	$48K	Sell	607 -524	-46%	-$44.8K	﹤0.01%	974
2022 Q2	$96K	Hold	1,131	–	–	﹤0.01%	801
2022 Q1	$111K	Sell	1,131 -2,749	-71%	-$279K	﹤0.01%	799
2021 Q4	$423K	Hold	3,880	–	–	0.01%	516
2021 Q3	$427K	Sell	3,880 -535	-12%	-$60.1K	0.01%	486
2021 Q2	$497K	Sell	4,415 -250	-5%	-$27.8K	0.01%	475
2021 Q1	$508K	Hold	4,665	–	–	0.01%	470
2020 Q4	$541K	Buy	4,665 +2,381	+104%	+$270K	0.01%	422
2020 Q3	$253K	Buy	2,284 +414	+22%	+$46.5K	0.01%	528
2020 Q2	$204K	Buy	1,870 +382	+26%	+$39.5K	0.01%	542
2020 Q1	$144K	Buy	1,488 +274	+23%	+$30.2K	﹤0.01%	584
2019 Q4	$139K	Sell	1,214 -6	-0.5%	-$678	﹤0.01%	625
2019 Q3	$138K	Hold	1,220	–	–	﹤0.01%	614
2019 Q2	$138K	Hold	1,220	–	–	﹤0.01%	596
2019 Q1	$134K	Sell	1,220 -180	-13%	-$19.4K	﹤0.01%	600
2018 Q4	$145K	Buy	1,400 +149	+12%	+$15.6K	0.01%	558
2018 Q3	$135K	Hold	1,251	–	–	﹤0.01%	581
2018 Q2	$134K	Hold	1,251	–	–	﹤0.01%	571
2018 Q1	$141K	Hold	1,251	–	–	﹤0.01%	571
2017 Q4	$145K	Hold	1,251	–	–	0.01%	555
2017 Q3	$146K	Hold	1,251	–	–	0.01%	547
2017 Q2	$143K	Hold	1,251	–	–	0.01%	519
2017 Q1	$142K	Hold	1,251	–	–	0.01%	522
2016 Q4	$138K	Hold	1,251	–	–	0.01%	519
2016 Q3	$147K	Sell	1,251 -100	-7%	-$11.7K	0.01%	502
2016 Q2	$156K	Sell	1,351 -110	-8%	-$12.3K	0.01%	494
2016 Q1	$161K	Sell	1,461 -72	-5%	-$7.67K	0.01%	490
2015 Q4	$162K	Sell	1,533 -28	-2%	-$3.02K	0.01%	498
2015 Q3	$166K	Sell	1,561 -1,149	-42%	-$124K	0.01%	484
2015 Q2	$298K	Sell	2,710 -1,050	-28%	-$118K	0.01%	424
2015 Q1	$422K	Sell	3,760 -450	-11%	-$50K	0.02%	368
2014 Q4	$462K	Sell	4,210 -50	-1%	-$5.63K	0.02%	348
2014 Q3	$481K	Sell	4,260 -145	-3%	-$16.6K	0.02%	336
2014 Q2	$508K	Sell	4,405 -675	-13%	-$76.6K	0.03%	327
2014 Q1	$566K	Hold	5,080	–	–	0.03%	307
2013 Q4	$549K	Sell	5,080 -200	-4%	-$21.8K	0.03%	309
2013 Q3	$576K	Sell	5,280 -300	-5%	-$32.5K	0.03%	309
2013 Q2	$611K	Buy	+5,580	New	+$652K	0.03%	292

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

Whittier Trust's EMB Position: Q2 2026 in Review

Whittier Trust opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 57 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings. This is a return to the name: Whittier Trust previously reported a position in EMB as recently as Q3 2025.

Whittier Trust first reported a position in EMB in Q2 2013 and has held it in 51 quarters since. The position peaked at $611K in Q2 2013. 831 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Whittier Trust held 57 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5.49K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Whittier Trust position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1203 holding.
Whittier Trust first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 51 quarters since.
Whittier Trust's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $611K in Q2 2013.
831 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.