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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$1.13M Sell
11,762
-744
-6% -$71.3K 0.01% 188
2026
Q1 		$1.17M Sell
12,506
-2,928
-19% -$281K 0.02% 166
2025
Q4 		$1.49M Buy
15,434
+2,564
+20% +$246K 0.02% 148
2025
Q3 		$1.23M Sell
12,870
-3,377
-21% -$316K 0.02% 152
2025
Q2 		$1.5M Sell
16,247
-1,953
-11% -$176K 0.03% 145
2025
Q1 		$1.65M Buy
18,200
+808
+5% +$73.1K 0.03% 132
2024
Q4 		$1.55M Sell
17,392
-1,934
-10% -$177K 0.03% 128
2024
Q3 		$1.81M Sell
19,326
-218
-1% -$19.9K 0.04% 122
2024
Q2 		$1.73M Sell
19,544
-921
-5% -$81.7K 0.04% 119
2024
Q1 		$1.84M Buy
20,465
+209
+1% +$18.4K 0.04% 107
2023
Q4 		$1.8M Sell
20,256
-2,154
-10% -$181K 0.04% 111
2023
Q3 		$1.85M Sell
22,410
-2,850
-11% -$243K 0.05% 98
2023
Q2 		$2.19M Sell
25,260
-4,003
-14% -$342K 0.06% 95
2023
Q1 		$2.52M Sell
29,263
-166,290
-85% -$14.3M 0.07% 86
2022
Q4 		$16.5M Sell
195,553
-24,287
-11% -$2.01M 0.62% 37
2022
Q3 		$17.5M Sell
219,840
-2,672
-1% -$228K 2.15% 11
2022
Q2 		$19M Buy
222,512
+6,984
+3% +$631K 0.79% 33
2022
Q1 		$21.1M Sell
215,528
-30,526
-12% -$3.09M 0.75% 34
2021
Q4 		$26.8M Buy
246,054
+20,447
+9% +$2.23M 0.98% 29
2021
Q3 		$24.8M Buy
225,607
+11,815
+6% +$1.33M 0.97% 31
2021
Q2 		$24M Buy
213,792
+6,695
+3% +$745K 0.99% 31
2021
Q1 		$22.5M Buy
207,097
+8,306
+4% +$928K 1.07% 27
2020
Q4 		$23M Sell
198,791
-16,775
-8% -$1.9M 1.13% 27
2020
Q3 		$23.9M Sell
215,566
-1,411
-0.7% -$158K 1.35% 22
2020
Q2 		$23.7M Buy
+216,977
New +$22.5M 1.45% 22
2019
Q4 		$24.2M Buy
211,443
+12,736
+6% +$1.44M 1.92% 14
2019
Q3 		$22.5M Buy
198,707
+18,615
+10% +$2.12M 1.97% 14
2019
Q2 		$20.4M Buy
180,092
+9,425
+6% +$1.04M 2.05% 13
2019
Q1 		$18.8M Sell
170,667
-24,681
-13% -$2.66M 2.05% 13
2018
Q4 		$20.3M Sell
195,348
-19,600
-9% -$2.05M 2.02% 16
2018
Q3 		$23.2M Buy
214,948
+50,478
+31% +$5.42M 2.16% 16
2018
Q2 		$17.6M Buy
164,470
+5,324
+3% +$581K 1.72% 16
2018
Q1 		$18M Buy
159,146
+5,176
+3% +$588K 1.8% 16
2017
Q4 		$17.9M Sell
153,970
-38,626
-20% -$4.47M 1.84% 17
2017
Q3 		$22.4M Buy
192,596
+15,419
+9% +$1.78M 2.37% 14
2017
Q2 		$20.3M Buy
177,177
+32,110
+22% +$3.69M 2.26% 14
2017
Q1 		$16.5M Sell
145,067
-3,214
-2% -$362K 1.85% 16
2016
Q4 		$16.3M Sell
148,281
-26,678
-15% -$2.99M 1.87% 18
2016
Q3 		$20.5M Buy
174,959
+40,638
+30% +$4.74M 2.5% 13
2016
Q2 		$15.5M Buy
134,321
+7,356
+6% +$821K 2.24% 14
2016
Q1 		$14M Buy
126,965
+21,299
+20% +$2.27M 2.2% 12
2015
Q4 		$11.2M Sell
105,666
-1,503
-1% -$162K 1.88% 13
2015
Q3 		$11.4M Buy
107,169
+39,201
+58% +$4.25M 2.14% 11
2015
Q2 		$7.47M Buy
+67,968
New +$7.61M 1.49% 14

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EMB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.9% in Q2 2026, selling an estimated $71.3K and leaving 11,762 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #188.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EMB in Q2 2015 and has held it in 44 quarters since. The position peaked at $26.8M in Q4 2021. 317 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,762 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.13M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 744 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $71.3K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $26.8M in Q4 2021.
  • 317 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.