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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Affinity Capital Advisors's EMB Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 7.2% in Q2 2026, selling an estimated $17.1K and leaving 2,323 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #185.

Affinity Capital Advisors first reported a position in EMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $998K in Q3 2023. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Affinity Capital Advisors held 2,323 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $224K as of Q2 2026.
Affinity Capital Advisors sold 179 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $17.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #185 holding.
Affinity Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 13 quarters since.
Affinity Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $998K in Q3 2023.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.