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iShares JPMorgan USD Emer Mkt Bnd Fd ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares JPMorgan USD Emer Mkt Bnd Fd ETF

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All positions including iShares JPMorgan USD Emer Mkt Bnd Fd ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares JPMorgan USD Emer Mkt Bnd Fd ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2M 13k 92.62
2025-03-31 $2.5M 28k 90.59
2024-12-31 $4.3M 48k 89.04
2024-09-30 $2.0M 21k 93.58
2024-06-30 $1.8M 20k 88.48
2024-03-31 $1.8M 20k 89.67
2023-12-31 $2.1M 23k 89.06
2023-09-30 $1.3M 16k 82.52
2023-06-30 $1.0M 9.8k 106.78
2023-03-31 $802k 1.7k 459.77
2022-12-31 $4.4M 52k 84.59
2022-09-30 $3.6M 45k 79.40
2022-06-30 $4.5M 52k 85.33
2022-03-31 $3.3M 34k 97.76
2021-12-31 $6.3M 57k 109.06
2021-09-30 $526k 6.1k 85.85
2021-06-30 $439k 3.9k 112.56
2021-03-31 $501k 4.6k 108.89
2020-12-31 $471k 4.1k 115.81
2020-09-30 $1.1M 9.5k 110.92
2020-06-30 $1.7M 16k 109.23
2020-03-31 $2.5M 26k 96.68
2019-12-31 $5.2M 46k 114.56
2019-09-30 $7.3M 65k 113.35
2019-06-30 $534k 4.7k 113.28
2019-03-31 $729k 6.6k 110.05
2018-12-31 $2.6M 25k 103.91
2018-09-30 $6.6M 61k 107.81
2018-03-31 $232k 2.1k 112.95
2017-12-31 $241k 2.1k 116.09
2017-09-30 $209k 1.8k 116.43
2017-06-30 $339k 3.0k 114.26
2017-03-31 $275k 2.4k 113.59
2016-09-30 $281k 2.4k 117.08
2016-06-30 $222k 1.9k 115.20
2015-12-31 $1.1M 11k 105.74
2015-09-30 $864k 8.1k 106.46
2015-03-31 $354k 3.2k 112.12
2014-12-31 $8.9M 81k 109.71

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding iShares JPMorgan USD Emer Mkt Bnd Fd ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Betterment
Envestnet Asset Management
Morgan Stanley
Adventist Health System Sunbelt Healthcare Corp
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
BlackRock
Royal Bank of Canada
Japan Science & Technology Agency
Barclays
LPL Financial
Wealthfront Advisers
Bessemer

View all funds holding iShares JPMorgan USD Emer Mkt Bnd Fd ETF