Advocacy Wealth Management Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Advocacy Wealth Management 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 Q1	–	Sell	-89,441	Closed	-$8.61M	–	144
2025 Q4	$8.61M	Buy	89,441 +1,187	+1%	+$114K	0.36%	54
2025 Q3	$8.4M	Buy	88,254 +4,998	+6%	+$468K	0.36%	56
2025 Q2	$7.71M	Buy	83,256 +1,944	+2%	+$175K	0.47%	32
2025 Q1	$7.37M	Buy	81,312 +5,168	+7%	+$468K	0.5%	31
2024 Q4	$6.78M	Buy	76,144 +3,592	+5%	+$328K	0.52%	25
2024 Q3	$6.79M	Buy	72,552 +5,768	+9%	+$526K	0.53%	21
2024 Q2	$5.91M	Buy	66,784 +3,705	+6%	+$328K	0.49%	27
2024 Q1	$5.66M	Buy	63,079 +15,105	+31%	+$1.33M	0.49%	28
2023 Q4	$4.27M	Buy	+47,974	New	+$4.04M	0.41%	35
2022 Q1	–	Sell	-9	Closed	-$1K	–	198
2021 Q4	$1K	Buy	+9	New	+$982	﹤0.01%	160
2016 Q4	–	Sell	-48	Closed	-$6K	–	326
2016 Q3	$6K	Sell	48 -7	-13%	-$816	﹤0.01%	306
2016 Q2	$6K	Buy	+55	New	+$6.13K	﹤0.01%	333

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Advocacy Wealth Management Services's EMB Position: Q1 2026 in Review

Advocacy Wealth Management Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 89,441 shares — an estimated $8.61M sold.

Advocacy Wealth Management Services first reported a position in EMB in Q2 2016 and held it in 12 quarters. The position peaked at $8.61M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Advocacy Wealth Management Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 89,441 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $8.61M.
Advocacy Wealth Management Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and held it in 12 quarters.
Advocacy Wealth Management Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.61M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.