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

New Wave 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
2025
Q1 		– Sell
-152
Closed -$13.5K – 288
2024
Q4 		$13.5K Buy
+152
New +$13.9K 0.01% 312

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New Wave Wealth Advisors's EMB Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 152 shares — an estimated $13.5K sold.

New Wave Wealth Advisors first reported a position in EMB in Q4 2024 and held it in 1 quarter. The position peaked at $13.5K in Q4 2024. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 152 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $13.5K.
  • New Wave Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $13.5K in Q4 2024.
  • 876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.