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AWS
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
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$501B AUM
22.01%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
Jones Financial Companies
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$208B AUM
16.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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