NewSquare Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

NewSquare Capital’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	-4	Closed	-$356	–	1185
2024 Q4	$356	Hold	4	–	–	﹤0.01%	781
2024 Q3	$374	Sell	4 -13	-76%	-$1.19K	﹤0.01%	293
2024 Q2	$1.5K	Hold	17	–	–	﹤0.01%	292
2024 Q1	$1.52K	Hold	17	–	–	﹤0.01%	352
2023 Q4	$1.51K	Buy	+17	New	+$1.43K	﹤0.01%	397
2023 Q1	–	Sell	-26	Closed	-$2.2K	–	909
2022 Q4	$2.2K	Buy	+26	New	+$2.15K	﹤0.01%	472
2020 Q1	–	Sell	-18	Closed	-$2K	–	363
2019 Q4	$2K	Buy	+18	New	+$2.03K	﹤0.01%	282
2018 Q1	–	Sell	-52	Closed	-$6K	–	337
2017 Q4	$6K	Buy	+52	New	+$6.01K	﹤0.01%	258
2014 Q1	–	Sell	-156	Closed	-$17K	–	244
2013 Q4	$17K	Sell	156 -24,784	-99%	-$2.71M	0.01%	171
2013 Q3	$2.72M	Sell	24,940 -4,569	-15%	-$496K	1.31%	22
2013 Q2	$3.23M	Buy	+29,509	New	+$3.45M	1.6%	23

Other funds holding EMB

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NewSquare Capital's EMB Position: Q1 2025 in Review

NewSquare Capital sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 4 shares — an estimated $356 sold.

NewSquare Capital first reported a position in EMB in Q2 2013 and held it in 11 quarters. The position peaked at $3.23M in Q2 2013. 880 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

NewSquare Capital reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 4 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $356.
NewSquare Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 11 quarters.
NewSquare Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.23M in Q2 2013.
880 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.