JWCA
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J.W. Cole Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

J.W. Cole 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 		$264K Buy
+2,733
New +$262K ﹤0.01% 1351
2026
Q1 		– Sell
-4,824
Closed -$448K – 947
2025
Q4 		$448K Sell
4,824
-12,673
-72% -$1.22M 0.01% 935
2025
Q3 		$1.67M Buy
17,497
+14,148
+422% +$1.32M 0.03% 534
2025
Q2 		$310K Sell
3,349
-367
-10% -$33K 0.01% 1129
2025
Q1 		$337K Buy
+3,716
New +$336K 0.01% 912
2024
Q4 		– Sell
-2,470
Closed -$231K – 970
2024
Q3 		$231K Sell
2,470
-113
-4% -$10.3K 0.01% 855
2024
Q2 		$229K Sell
2,583
-307
-11% -$27.2K 0.01% 798
2024
Q1 		$259K Buy
2,890
+414
+17% +$36.5K 0.01% 747
2023
Q4 		$220K Buy
+2,476
New +$209K 0.01% 733
2023
Q3 		– Sell
-3,927
Closed -$340K – 754
2023
Q2 		$340K Sell
3,927
-14,703
-79% -$1.26M 0.02% 539
2023
Q1 		$1.61M Buy
18,630
+1,312
+8% +$113K 0.11% 206
2022
Q4 		$1.46M Sell
17,318
-1,461
-8% -$121K 0.11% 205
2022
Q3 		$1.49M Buy
18,779
+2,807
+18% +$240K 0.12% 194
2022
Q2 		$1.36M Buy
15,972
+2,761
+21% +$250K 0.11% 213
2022
Q1 		$1.29M Buy
13,211
+1,254
+10% +$127K 0.09% 245
2021
Q4 		$1.3M Buy
+11,957
New +$1.3M 0.08% 249
2021
Q3 		– Sell
-2,282
Closed -$257K – 522
2021
Q2 		$257K Sell
2,282
-2,909
-56% -$324K 0.02% 625
2021
Q1 		$565K Buy
5,191
+2,956
+132% +$330K 0.05% 360
2020
Q4 		$259K Sell
2,235
-1,057
-32% -$120K 0.03% 515
2020
Q3 		$365K Buy
+3,292
New +$370K 0.03% 490
2020
Q1 		– Sell
-2,391
Closed -$274K – 207
2019
Q4 		$274K Buy
+2,391
New +$270K 0.03% 435

Other funds holding EMB

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

J.W. Cole Advisors's EMB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 2,733 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EMB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EMB in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.67M in Q3 2025. 193 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • J.W. Cole Advisors held 2,733 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $264K as of Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1351 holding.
  • J.W. Cole Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • J.W. Cole Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.67M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.