Joseph P. Lucia & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Joseph P. Lucia & Associates’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	$2.26M	Buy	23,412 +6,466	+38%	+$619K	0.68%	47
2026 Q1	$1.59M	Buy	16,946 +14,759	+675%	+$1.42M	0.57%	49
2025 Q4	$211K	Buy	+2,187	New	+$210K	0.08%	153
2022 Q2	–	Sell	-500	Closed	-$49K	–	457
2022 Q1	$49K	Buy	+500	New	+$50.7K	0.03%	191
2021 Q4	–	Sell	-812	Closed	-$89K	–	243
2021 Q3	$89K	Sell	812 -95	-10%	-$10.7K	0.05%	180
2021 Q2	$102K	Sell	907 -65	-7%	-$7.23K	0.06%	165
2021 Q1	$106K	Hold	972	–	–	0.05%	155
2020 Q4	$113K	Buy	+972	New	+$110K	0.08%	139
2020 Q3	–	Sell	-972	Closed	-$106K	–	187
2020 Q2	$106K	Hold	972	–	–	0.1%	128
2020 Q1	$94K	Buy	972 +312	+47%	+$34.4K	0.1%	123
2019 Q4	$76K	Hold	660	–	–	0.07%	146
2019 Q3	$75K	Buy	660 +40	+6%	+$4.55K	0.08%	142
2019 Q2	$70K	Hold	620	–	–	0.07%	144
2019 Q1	$67.9K	Buy	+620	New	+$66.9K	0.12%	104

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Joseph P. Lucia & Associates's EMB Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 38% in Q2 2026, buying an estimated $619K and bringing the position to 23,412 shares worth $2.26M. The position accounts for 0.68% of the portfolio, ranked #47.

Joseph P. Lucia & Associates first reported a position in EMB in Q1 2019 and has held it in 14 quarters since. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Joseph P. Lucia & Associates held 23,412 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.26M as of Q2 2026.
Joseph P. Lucia & Associates bought 6,466 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $619K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.68% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #47 holding.
Joseph P. Lucia & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 14 quarters since.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.