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Private Wealth Advisors (California)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Private Wealth Advisors (California)’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
Q1 		– Sell
-40,387
Closed -$3.89M – 97
2025
Q4 		$3.89M Buy
40,387
+2,136
+6% +$205K 1.24% 31
2025
Q3 		$3.64M Sell
38,251
-1,248
-3% -$117K 1.22% 33
2025
Q2 		$3.66M Buy
39,499
+934
+2% +$84.1K 1.34% 30
2025
Q1 		$3.49M Buy
38,565
+710
+2% +$64.3K 1.26% 30
2024
Q4 		$3.37M Buy
37,855
+918
+2% +$83.8K 1.32% 29
2024
Q3 		$3.45M Buy
36,937
+138
+0.4% +$12.6K 1.32% 29
2024
Q2 		$3.23M Buy
36,799
+1,624
+5% +$144K 1.24% 28
2024
Q1 		$3.15M Sell
35,175
-1,060
-3% -$93.4K 1.28% 28
2023
Q4 		$3.23M Sell
36,235
-621
-2% -$52.3K 1.26% 26
2023
Q3 		$3.04M Buy
36,856
+282
+0.8% +$24.1K 1.29% 24
2023
Q2 		$3.17M Buy
36,574
+420
+1% +$35.9K 1.29% 24
2023
Q1 		$3.12M Sell
36,154
-34,037
-48% -$2.93M 1.31% 23
2022
Q4 		$5.94M Buy
70,191
+3,826
+6% +$316K 2% 20
2022
Q3 		$5.27M Buy
66,365
+286
+0.4% +$24.4K 2.45% 15
2022
Q2 		$5.91M Buy
+66,079
New +$5.97M 2.18% 17

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Private Wealth Advisors (California)'s EMB Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 40,387 shares — an estimated $3.89M sold.

Private Wealth Advisors (California) first reported a position in EMB in Q2 2022 and held it in 15 quarters. The position peaked at $5.94M in Q4 2022. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Private Wealth Advisors (California) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 40,387 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.89M.
  • Private Wealth Advisors (California) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and held it in 15 quarters.
  • Private Wealth Advisors (California)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.94M in Q4 2022.
  • 844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.