Beacon Financial Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beacon Financial Advisory’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	-2,255	Closed	-$217K	–	409
2025 Q4	$217K	Buy	2,255 +55	+3%	+$5.29K	0.05%	355
2025 Q3	$209K	Buy	+2,200	New	+$206K	0.05%	359
2020 Q1	–	Sell	-1,968	Closed	-$225K	–	141
2019 Q4	$225K	Buy	+1,968	New	+$222K	0.19%	141

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 $3.04B AUM

Beacon Financial Advisory's EMB Position: Q1 2026 in Review

Beacon Financial Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2,255 shares — an estimated $217K sold.

Beacon Financial Advisory first reported a position in EMB in Q4 2019 and held it in 3 quarters. The position peaked at $225K in Q4 2019. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Beacon Financial Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Beacon Financial Advisory sold 2,255 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $217K.
Beacon Financial Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 3 quarters.
Beacon Financial Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $225K in Q4 2019.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.