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Optivise Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Optivise Advisory Services’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 		– Sell
-4,165
Closed -$391K – 232
2026
Q1 		$391K Sell
4,165
-632
-13% -$60.7K 0.24% 104
2025
Q4 		$462K Sell
4,797
-1,099
-19% -$106K 0.27% 98
2025
Q3 		$561K Buy
5,896
+551
+10% +$51.6K 0.33% 79
2025
Q2 		$495K Buy
5,345
+827
+18% +$74.5K 0.25% 94
2025
Q1 		$409K Sell
4,518
-5
-0.1% -$453 0.23% 95
2024
Q4 		$403K Sell
4,523
-193
-4% -$17.6K 0.22% 103
2024
Q3 		$441K Buy
4,716
+16
+0.3% +$1.46K 0.23% 89
2024
Q2 		$416K Buy
+4,700
New +$417K 0.22% 96

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Optivise Advisory Services's EMB Position: Q2 2026 in Review

Optivise Advisory Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 4,165 shares — an estimated $391K sold.

Optivise Advisory Services first reported a position in EMB in Q2 2024 and held it in 8 quarters. The position peaked at $561K in Q3 2025. 249 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Optivise Advisory Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 4,165 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $391K.
  • Optivise Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 8 quarters.
  • Optivise Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $561K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.