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Clearview Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Clearview 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
2025
Q4 		$415K Buy
4,313
+232
+6% +$22.3K 0.26% 69
2025
Q3 		$388K Buy
4,081
+280
+7% +$26.2K 0.25% 76
2025
Q2 		$352K Buy
3,801
+170
+5% +$15.3K 0.25% 77
2025
Q1 		$329K Buy
3,631
+740
+26% +$67K 0.25% 79
2024
Q4 		$257K Buy
2,891
+116
+4% +$10.6K 0.2% 85
2024
Q3 		$260K Sell
2,775
-494
-15% -$45K 0.2% 84
2024
Q2 		$289K Sell
3,269
-677
-17% -$60K 0.25% 77
2024
Q1 		$354K Buy
+3,946
New +$348K 0.36% 69
2023
Q3 		– Sell
-1,125
Closed -$97.3K – 266
2023
Q2 		$97.3K Sell
1,125
-1,937
-63% -$165K 0.1% 142
2023
Q1 		$264K Buy
3,062
+2,591
+550% +$223K 0.27% 105
2022
Q4 		$39.8K Sell
471
-108
-19% -$8.93K 0.03% 179
2022
Q3 		$46K Sell
579
-347
-37% -$29.7K 0.04% 173
2022
Q2 		$79K Sell
926
-388
-30% -$35.1K 0.06% 141
2022
Q1 		$129K Buy
1,314
+7
+0.5% +$709 0.08% 115
2021
Q4 		$143K Sell
1,307
-146
-10% -$15.9K 0.09% 126
2021
Q3 		$160K Sell
1,453
-187
-11% -$21K 0.1% 126
2021
Q2 		$185K Sell
1,640
-525
-24% -$58.4K 0.11% 122
2021
Q1 		$236K Sell
2,165
-1,388
-39% -$155K 0.15% 105
2020
Q4 		$412K Buy
+3,553
New +$402K 0.28% 70

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clearview Wealth Advisors's EMB Position: Q4 2025 in Review

Clearview Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.7% in Q4 2025, buying an estimated $22.3K and bringing the position to 4,313 shares worth $415K. The position accounts for 0.26% of the portfolio, ranked #69.

Clearview Wealth Advisors first reported a position in EMB in Q4 2020 and has held it in 19 quarters since. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

  • Clearview Wealth Advisors held 4,313 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $415K as of Q4 2025.
  • Clearview Wealth Advisors bought 232 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $22.3K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.26% of Clearview Wealth Advisors's portfolio in Q4 2025, its #69 holding.
  • Clearview Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.