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Atria Wealth Solutions’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.14M Sell
33,954
-33,760
-50% -$3.04M 0.07% 304
2025
Q1 		$6.13M Sell
67,714
-18,040
-21% -$1.63M 0.07% 280
2024
Q4 		$7.65M Buy
85,754
+26,161
+44% +$2.39M 0.08% 247
2024
Q3 		$5.58M Sell
59,593
-6,106
-9% -$557K 0.06% 317
2024
Q2 		$5.81M Sell
65,699
-9,784
-13% -$867K 0.06% 302
2024
Q1 		$6.77M Buy
75,483
+13,024
+21% +$1.15M 0.08% 267
2023
Q4 		$5.56M Buy
62,459
+1,285
+2% +$108K 0.07% 289
2023
Q3 		$5.05M Sell
61,174
-3,068
-5% -$262K 0.07% 289
2023
Q2 		$5.56M Sell
64,242
-9,678
-13% -$826K 0.08% 257
2023
Q1 		$6.38M Buy
73,920
+27,756
+60% +$2.39M 0.09% 211
2022
Q4 		$3.9M Buy
46,164
+1,103
+2% +$91.2K 0.06% 308
2022
Q3 		$3.58M Buy
45,061
+1,478
+3% +$126K 0.06% 306
2022
Q2 		$3.72M Sell
43,583
-6,542
-13% -$591K 0.07% 291
2022
Q1 		$4.9M Buy
+50,125
New +$5.08M 0.08% 258

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Wealth Solutions's EMB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 50% in Q2 2025, selling an estimated $3.04M and leaving 33,954 shares worth $3.14M. The position accounts for 0.07% of the portfolio, ranked #304.

Atria Wealth Solutions first reported a position in EMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.65M in Q4 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Atria Wealth Solutions held 33,954 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.14M as of Q2 2025.
  • Atria Wealth Solutions sold 33,760 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $3.04M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #304 holding.
  • Atria Wealth Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.65M in Q4 2024.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.