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

EverSource 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 		$274K Sell
2,840
-105
-4% -$10.1K 0.01% 850
2026
Q1 		$277K Sell
2,945
-739
-20% -$71K 0.01% 884
2025
Q4 		$355K Sell
3,684
-660
-15% -$63.4K 0.01% 687
2025
Q3 		$414K Sell
4,344
-1,520
-26% -$142K 0.02% 576
2025
Q2 		$543K Sell
5,864
-815
-12% -$73.4K 0.02% 425
2025
Q1 		$605K Sell
6,679
-13,090
-66% -$1.19M 0.03% 346
2024
Q4 		$1.76M Buy
19,769
+17,454
+754% +$1.59M 0.1% 164
2024
Q3 		$217K Sell
2,315
-1,065
-32% -$97.1K 0.01% 532
2024
Q2 		$306K Buy
3,380
+1,977
+141% +$175K 0.02% 437
2024
Q1 		$122K Sell
1,403
-201
-13% -$17.7K 0.01% 636
2023
Q4 		$143K Buy
1,604
+607
+61% +$51.1K 0.01% 519
2023
Q3 		$82.2K Sell
997
-303
-23% -$25.8K 0.01% 641
2023
Q2 		$112K Sell
1,300
-55
-4% -$4.7K 0.01% 538
2023
Q1 		$117K Buy
1,355
+422
+45% +$36.4K 0.01% 495
2022
Q4 		$78.9K Sell
933
-24
-3% -$1.98K 0.01% 590
2022
Q3 		$76K Buy
957
+47
+5% +$4.02K 0.02% 513
2022
Q2 		$78K Buy
910
+137
+18% +$12.4K 0.02% 451
2022
Q1 		$75K Buy
773
+22
+3% +$2.23K 0.02% 402
2021
Q4 		$82K Buy
+751
New +$81.9K 0.02% 333

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

EverSource Wealth Advisors's EMB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.6% in Q2 2026, selling an estimated $10.1K and leaving 2,840 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #850.

EverSource Wealth Advisors first reported a position in EMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q4 2024. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • EverSource Wealth Advisors held 2,840 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $274K as of Q2 2026.
  • EverSource Wealth Advisors sold 105 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $10.1K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #850 holding.
  • EverSource Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.76M in Q4 2024.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.