Affinity Capital Advisors
EMB icon

Affinity Capital Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Affinity Capital 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
2026
Q3 		– Sell
-2,323
Closed -$224K – 238
2026
Q2 		$224K Sell
2,323
-179
-7% -$17.1K 0.03% 185
2026
Q1 		$235K Sell
2,502
-61
-2% -$5.86K 0.03% 164
2025
Q4 		$247K Sell
2,563
-8
-0.3% -$769 0.03% 148
2025
Q3 		$245K Hold
2,571
– – 0.04% 135
2025
Q2 		$238K Sell
2,571
-1,334
-34% -$120K 0.04% 140
2025
Q1 		$341K Sell
3,905
-876
-18% -$79.3K 0.07% 112
2024
Q4 		$426K Sell
4,781
-208
-4% -$19K 0.08% 103
2024
Q3 		$467K Sell
4,989
-122
-2% -$11.1K 0.09% 98
2024
Q2 		$452K Sell
5,111
-107
-2% -$9.49K 0.1% 99
2024
Q1 		$468K Sell
5,218
-4,550
-47% -$401K 0.1% 97
2023
Q4 		$870K Sell
9,768
-2,325
-19% -$196K 0.21% 66
2023
Q3 		$998K Buy
12,093
+9,617
+388% +$820K 0.27% 60
2023
Q2 		$214K Buy
+2,476
New +$211K 0.06% 125

Other funds holding EMB

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Affinity Capital Advisors's EMB Position: Q3 2026 in Review

Affinity Capital Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2026, closing a stake of 2,323 shares — an estimated $224K sold.

Affinity Capital Advisors first reported a position in EMB in Q2 2023 and held it in 13 quarters. The position peaked at $998K in Q3 2023. 187 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Affinity Capital Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 2,323 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $224K.
  • Affinity Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 13 quarters.
  • Affinity Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $998K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.