Seneca Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Seneca Financial 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
2023 Q2	–	Sell	-7,773	Closed	-$671K	–	55
2023 Q1	$671K	Sell	7,773 -8,989	-54%	-$775K	0.43%	32
2022 Q4	$1.42M	Buy	16,762 +8,596	+105%	+$711K	0.9%	21
2022 Q3	$648K	Buy	8,166 +2,701	+49%	+$231K	0.46%	30
2022 Q2	$466K	Buy	+5,465	New	+$494K	0.31%	31
2022 Q1	–	Sell	-3,568	Closed	-$389K	–	46
2021 Q4	$389K	Buy	+3,568	New	+$389K	0.23%	34

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

COPPSERS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seneca Financial Advisors's EMB Position: Q2 2023 in Review

Seneca Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 7,773 shares — an estimated $671K sold.

Seneca Financial Advisors first reported a position in EMB in Q4 2021 and held it in 5 quarters. The position peaked at $1.42M in Q4 2022. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Seneca Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Seneca Financial Advisors sold 7,773 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $671K.
Seneca Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 5 quarters.
Seneca Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.42M in Q4 2022.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Seneca Financial Advisors's 13F filing for Q2 2023, filed 27 Aug 2025.