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New England Private Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

New England Private 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 		$801K Buy
8,469
+150
+2% +$14.4K 0.08% 121
2026
Q1 		$781K Sell
8,319
-180
-2% -$17.3K 0.09% 112
2025
Q4 		$818K Buy
8,499
+64
+0.8% +$6.15K 0.1% 105
2025
Q3 		$803K Hold
8,435
– – 0.11% 104
2025
Q2 		$783K Buy
8,435
+250
+3% +$22.5K 0.11% 94
2025
Q1 		$741K Hold
8,185
– – 0.11% 88
2024
Q4 		$729K Buy
8,185
+14
+0.2% +$1.28K 0.12% 91
2024
Q3 		$765K Sell
8,171
-350
-4% -$31.9K 0.12% 87
2024
Q2 		$754K Buy
8,521
+98
+1% +$8.69K 0.13% 85
2024
Q1 		$749K Buy
8,423
+68
+0.8% +$5.99K 0.13% 85
2023
Q4 		$744K Buy
8,355
+130
+2% +$10.9K 0.14% 83
2023
Q3 		$679K Sell
8,225
-95
-1% -$8.1K 0.14% 80
2023
Q2 		$720K Buy
8,320
+94
+1% +$8.02K 0.15% 76
2023
Q1 		$710K Buy
8,226
+61
+0.7% +$5.26K 0.14% 72
2022
Q4 		$691K Buy
8,165
+320
+4% +$26.5K 0.15% 69
2022
Q3 		$623K Buy
7,845
+625
+9% +$53.4K 0.15% 66
2022
Q2 		$706K Sell
7,220
-1
-0% -$90 0.13% 65
2022
Q1 		$706K Buy
7,221
+52
+0.7% +$5.27K 0.13% 65
2021
Q4 		$782K Buy
7,169
+93
+1% +$10.1K 0.14% 61
2021
Q3 		$779K Buy
7,076
+66
+0.9% +$7.41K 0.15% 61
2021
Q2 		$788K Sell
7,010
-35,807
-84% -$3.98M 0.15% 61
2021
Q1 		$4.66M Buy
42,817
+8,947
+26% +$1M 0.81% 30
2020
Q4 		$3.93M Buy
33,870
+458
+1% +$51.9K 0.86% 24
2020
Q3 		$3.71M Buy
33,412
+292
+0.9% +$32.8K 0.93% 24
2020
Q2 		$3.62M Buy
33,120
+363
+1% +$37.6K 0.99% 24
2020
Q1 		$3.17M Sell
32,757
-9,726
-23% -$1.07M 1.08% 22
2019
Q4 		$4.87M Buy
42,483
+615
+1% +$69.5K 1.27% 21
2019
Q3 		$4.75M Buy
41,868
+463
+1% +$52.7K 1.15% 21
2019
Q2 		$4.69M Buy
41,405
+508
+1% +$56K 1.14% 21
2019
Q1 		$4.5M Buy
40,897
+334
+0.8% +$36K 1.17% 22
2018
Q4 		$4.21M Buy
40,563
+1,018
+3% +$106K 1.24% 20
2018
Q3 		$4.26M Buy
39,545
+484
+1% +$52K 1.14% 22
2018
Q2 		$4.17M Sell
39,061
-1,592
-4% -$174K 1.18% 22
2018
Q1 		$4.59M Buy
40,653
+3,058
+8% +$347K 1.3% 21
2017
Q4 		$4.37M Buy
37,595
+5,471
+17% +$633K 1.23% 21
2017
Q3 		$3.74M Buy
32,124
+1,216
+4% +$140K 1.11% 22
2017
Q2 		$3.54M Buy
30,908
+353
+1% +$40.5K 1.09% 22
2017
Q1 		$3.47M Buy
30,555
+238
+0.8% +$26.8K 1.11% 21
2016
Q4 		$3.34M Buy
30,317
+441
+1% +$49.5K 1.16% 18
2016
Q3 		$3.5M Buy
29,876
+461
+2% +$53.7K 1.26% 17
2016
Q2 		$3.39M Buy
29,415
+270
+0.9% +$30.1K 1.29% 17
2016
Q1 		$3.21M Sell
29,145
-1,576
-5% -$168K 1.32% 17
2015
Q4 		$3.25M Buy
30,721
+2,377
+8% +$256K 1.29% 19
2015
Q3 		$3.02M Buy
28,344
+337
+1% +$36.5K 1.29% 21
2015
Q2 		$3.08M Buy
28,007
+8,452
+43% +$946K 1.17% 24
2015
Q1 		$2.19M Buy
19,555
+210
+1% +$23.3K 0.85% 28
2014
Q4 		$2.12M Buy
19,345
+4,611
+31% +$519K 0.84% 31
2014
Q3 		$1.66M Buy
14,734
+140
+1% +$16K 0.67% 36
2014
Q2 		$1.68M Buy
14,594
+159
+1% +$18K 0.69% 34
2014
Q1 		$1.61M Buy
14,435
+167
+1% +$18.2K 0.68% 35
2013
Q4 		$1.54M Sell
14,268
-4,120
-22% -$450K 0.7% 36
2013
Q3 		$2M Buy
18,388
+45
+0.2% +$4.88K 1.05% 26
2013
Q2 		$2.01M Buy
+18,343
New +$2.14M 1.26% 25

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

New England Private Wealth Advisors's EMB Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,469 shares worth $801K. The position accounts for 0.08% of the portfolio, ranked #121.

New England Private Wealth Advisors first reported a position in EMB in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.87M in Q4 2019. 472 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • New England Private Wealth Advisors held 8,469 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $801K as of Q2 2026.
  • New England Private Wealth Advisors bought 150 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $14.4K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.08% of New England Private Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • New England Private Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • New England Private Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.87M in Q4 2019.
  • 472 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.