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Advisory Resource Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Advisory Resource Group’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
Q3 		– Sell
-8,911
Closed -$825K – 174
2025
Q2 		$825K Buy
8,911
+617
+7% +$55.5K 0.16% 116
2025
Q1 		$751K Buy
8,294
+4,629
+126% +$419K 0.15% 120
2024
Q4 		$326K Buy
3,665
+1,016
+38% +$92.7K 0.07% 138
2024
Q3 		$248K Buy
2,649
+235
+10% +$21.4K 0.05% 148
2024
Q2 		$214K Sell
2,414
-155
-6% -$13.7K 0.05% 151
2024
Q1 		$230K Buy
2,569
+204
+9% +$18K 0.05% 149
2023
Q4 		$211K Buy
+2,365
New +$199K 0.05% 146
2023
Q3 		– Sell
-24,129
Closed -$2.09M – 156
2023
Q2 		$2.09M Sell
24,129
-976
-4% -$83.3K 0.57% 44
2023
Q1 		$2.17M Buy
25,105
+4,645
+23% +$400K 0.61% 43
2022
Q4 		$1.73M Buy
20,460
+1,444
+8% +$119K 0.51% 47
2022
Q3 		$1.51M Sell
19,016
-4,234
-18% -$362K 0.5% 51
2022
Q2 		$1.98M Buy
23,250
+1,716
+8% +$155K 0.65% 47
2022
Q1 		$2.1M Buy
21,534
+2,241
+12% +$227K 0.66% 46
2021
Q4 		$2.03M Buy
19,293
+3,885
+25% +$424K 0.68% 47
2021
Q3 		$1.7M Buy
15,408
+1,612
+12% +$181K 0.63% 41
2021
Q2 		$1.55M Buy
13,796
+9,357
+211% +$1.04M 0.62% 41
2021
Q1 		$483K Buy
4,439
+125
+3% +$14K 0.23% 62
2020
Q4 		$500K Buy
4,314
+850
+25% +$96.2K 0.25% 54
2020
Q3 		$384K Buy
3,464
+624
+22% +$70.1K 0.23% 56
2020
Q2 		$310K Sell
2,840
-152
-5% -$15.7K 0.19% 65
2020
Q1 		$289K Buy
2,992
+391
+15% +$43.1K 0.22% 56
2019
Q4 		$298K Buy
+2,601
New +$294K 0.17% 59

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisory Resource Group's EMB Position: Q3 2025 in Review

Advisory Resource Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 8,911 shares — an estimated $825K sold.

Advisory Resource Group first reported a position in EMB in Q4 2019 and held it in 22 quarters. The position peaked at $2.17M in Q1 2023. 889 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

  • Advisory Resource Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisory Resource Group sold 8,911 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $825K.
  • Advisory Resource Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 22 quarters.
  • Advisory Resource Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.17M in Q1 2023.
  • 889 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Advisory Resource Group's 13F filing for Q3 2025, filed 22 Oct 2025.