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Invictus Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Invictus Private Wealth’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 		$726K Buy
7,531
+2,685
+55% +$257K 0.04% 52
2026
Q1 		$455K Buy
4,846
+899
+23% +$86.4K 0.03% 59
2025
Q4 		$380K Sell
3,947
-26
-0.7% -$2.5K 0.02% 58
2025
Q3 		$378K Sell
3,973
-362
-8% -$33.9K 0.02% 62
2025
Q2 		$402K Buy
4,335
+429
+11% +$38.6K 0.03% 60
2025
Q1 		$354K Buy
3,906
+61
+2% +$5.52K 0.03% 62
2024
Q4 		$342K Sell
3,845
-1,022
-21% -$93.3K 0.03% 68
2024
Q3 		$455K Buy
4,867
+374
+8% +$34.1K 0.04% 62
2024
Q2 		$398K Buy
4,493
+97
+2% +$8.6K 0.03% 63
2024
Q1 		$394K Sell
4,396
-516
-11% -$45.4K 0.04% 64
2023
Q4 		$437K Buy
4,912
+76
+2% +$6.4K 0.04% 57
2023
Q3 		$399K Buy
4,836
+826
+21% +$70.5K 0.04% 61
2023
Q2 		$347K Buy
4,010
+821
+26% +$70.1K 0.04% 71
2023
Q1 		$275K Buy
+3,189
New +$275K 0.03% 77

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Invictus Private Wealth's EMB Position: Q2 2026 in Review

Invictus Private Wealth increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 55% in Q2 2026, buying an estimated $257K and bringing the position to 7,531 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #52.

Invictus Private Wealth first reported a position in EMB in Q1 2023 and has held it in 14 quarters since. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Invictus Private Wealth held 7,531 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $726K as of Q2 2026.
  • Invictus Private Wealth bought 2,685 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $257K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Invictus Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Invictus Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.