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

CoreCap 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 		$347K Buy
3,819
+751
+24% +$71K 0.01% 660
2026
Q2 		$296K Buy
3,068
+260
+9% +$24.9K 0.01% 712
2026
Q1 		$264K Sell
2,808
-31,766
-92% -$3.05M 0.01% 704
2025
Q4 		$3.33M Buy
34,574
+1,024
+3% +$98.4K 0.12% 169
2025
Q3 		$3.19M Buy
33,550
+11,084
+49% +$1.04M 0.12% 174
2025
Q2 		$2.08M Sell
22,466
-204
-0.9% -$18.4K 0.08% 209
2025
Q1 		$2.05M Sell
22,670
-14,114
-38% -$1.28M 0.09% 203
2024
Q4 		$3.28M Sell
36,784
-15,346
-29% -$1.4M 0.15% 134
2024
Q3 		$4.88M Buy
+52,130
New +$4.75M 0.23% 82
2024
Q2 		– Sell
-41,129
Closed -$3.69M – 1882
2024
Q1 		$3.69M Sell
41,129
-5,044
-11% -$444K 0.2% 98
2023
Q4 		$4.11M Sell
46,173
-4,446
-9% -$374K 0.27% 72
2023
Q3 		$4.18M Sell
50,619
-6,343
-11% -$541K 0.3% 63
2023
Q2 		$4.93M Buy
+56,962
New +$4.86M 0.35% 56
2022
Q4 		$6.91M Sell
81,703
-73,567
-47% -$6.08M 0.49% 40
2022
Q3 		$12.3M Buy
155,270
+68,558
+79% +$5.86M 1.04% 20
2022
Q2 		$7.4M Sell
86,712
-56,455
-39% -$5.1M 0.58% 34
2022
Q1 		$14M Buy
143,167
+41,589
+41% +$4.21M 0.97% 25
2021
Q4 		$11.1M Buy
+101,578
New +$11.1M 0.74% 26

Other funds holding EMB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

CoreCap Advisors's EMB Position: Q3 2026 in Review

CoreCap Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 24% in Q3 2026, buying an estimated $71K and bringing the position to 3,819 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #660.

CoreCap Advisors first reported a position in EMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $14M in Q1 2022. 45 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • CoreCap Advisors held 3,819 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $347K as of Q3 2026.
  • CoreCap Advisors bought 751 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $71K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #660 holding.
  • CoreCap Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $14M in Q1 2022.
  • 45 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.