Wealth Enhancement Advisory Services
EMB icon

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

Wealth Enhancement 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 		$3.91M Buy
40,749
+1,819
+5% +$174K 0.01% 1163
2026
Q1 		$3.66M Sell
38,930
-58,970
-60% -$5.67M 0.01% 1059
2025
Q4 		$9.43M Buy
97,900
+8,710
+10% +$837K 0.01% 718
2025
Q3 		$8.48M Buy
89,190
+1,248
+1% +$117K 0.01% 725
2025
Q2 		$8.13M Buy
87,942
+3,147
+4% +$283K 0.01% 708
2025
Q1 		$7.68M Sell
84,795
-26,917
-24% -$2.44M 0.01% 674
2024
Q4 		$9.95M Buy
111,712
+9,524
+9% +$869K 0.02% 554
2024
Q3 		$9.56M Buy
102,188
+17,637
+21% +$1.61M 0.02% 526
2024
Q2 		$7.48M Buy
84,551
+18,246
+28% +$1.62M 0.02% 569
2024
Q1 		$5.95M Buy
66,305
+1,785
+3% +$157K 0.02% 618
2023
Q4 		$5.75M Buy
64,520
+5,011
+8% +$422K 0.02% 574
2023
Q3 		$4.91M Buy
59,509
+57,043
+2,313% +$4.87M 0.02% 586
2023
Q2 		$213K Sell
2,466
-43,876
-95% -$3.75M ﹤0.01% 490
2023
Q1 		$4M Sell
46,342
-134,403
-74% -$11.6M 0.05% 152
2022
Q4 		$15.8M Buy
180,745
+7,767
+4% +$642K 0.2% 66
2022
Q3 		$13.7M Buy
172,978
+40,295
+30% +$3.44M 0.2% 69
2022
Q2 		$11.2M Buy
132,683
+28,292
+27% +$2.56M 0.16% 79
2022
Q1 		$10.2M Buy
104,391
+43,516
+71% +$4.41M 0.14% 79
2021
Q4 		$6.38M Buy
60,875
+16,540
+37% +$1.8M 0.09% 101
2021
Q3 		$4.87M Buy
44,335
+7,969
+22% +$895K 0.07% 108
2021
Q2 		$4.1M Buy
36,366
+2,190
+6% +$244K 0.07% 112
2021
Q1 		$3.75M Buy
34,176
+5,745
+20% +$642K 0.07% 113
2020
Q4 		$3.23M Buy
28,431
+3,819
+16% +$432K 0.07% 94
2020
Q3 		$2.77M Buy
24,612
+1,736
+8% +$195K 0.07% 90
2020
Q2 		$2.57M Buy
22,876
+2,722
+14% +$282K 0.07% 102
2020
Q1 		$1.99M Buy
20,154
+13,268
+193% +$1.46M 0.07% 108
2019
Q4 		$789K Buy
6,886
+1,914
+38% +$216K 0.03% 178
2019
Q3 		$562K Buy
4,972
+1,213
+32% +$138K 0.02% 180
2019
Q2 		$429K Buy
3,759
+1,727
+85% +$190K 0.02% 183
2019
Q1 		$223K Buy
+2,032
New +$219K 0.01% 176

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
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
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's EMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.7% in Q2 2026, buying an estimated $174K and bringing the position to 40,749 shares worth $3.91M. The position accounts for 0.01% of the portfolio, ranked #1163.

Wealth Enhancement Advisory Services first reported a position in EMB in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.8M in Q4 2022. 168 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,749 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.91M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,819 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $174K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1163 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Wealth Enhancement Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15.8M in Q4 2022.
  • 168 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.