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Financial Advocates Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$390K Sell
4,099
-234
-5% -$21.9K 0.22% 79
2025
Q2 		$401K Sell
4,333
-149,832
-97% -$13.5M 0.03% 417
2025
Q1 		$9.1M Buy
154,165
+106,673
+225% +$9.66M 0.64% 32
2024
Q4 		$4.23M Sell
47,492
-31,391
-40% -$2.87M 0.24% 89
2024
Q3 		$7.54M Buy
78,883
+32,763
+71% +$2.99M 0.43% 52
2024
Q2 		$4.08M Buy
46,120
+11,555
+33% +$1.02M 0.25% 91
2024
Q1 		$3.15M Buy
34,565
+1,260
+4% +$111K 0.18% 128
2023
Q4 		$2.2M Buy
33,305
+14,117
+74% +$1.19M 0.14% 161
2023
Q3 		$1.65M Buy
19,188
+14,780
+335% +$1.26M 0.12% 189
2023
Q2 		$381K Sell
4,408
-8,146
-65% -$695K 0.03% 457
2023
Q1 		$1.08M Buy
12,554
+3,942
+46% +$340K 0.08% 277
2022
Q4 		$728K Buy
8,612
+1,822
+27% +$151K 0.05% 358
2022
Q3 		$549K Sell
6,790
-1,829
-21% -$156K 0.05% 391
2022
Q2 		$735K Sell
8,619
-583
-6% -$52.7K 0.06% 318
2022
Q1 		$899K Sell
9,202
-11,206
-55% -$1.14M 0.06% 315
2021
Q4 		$2.25M Buy
20,408
+1,083
+6% +$118K 0.14% 173
2021
Q3 		$2.13M Buy
19,325
+4,373
+29% +$491K 0.14% 170
2021
Q2 		$1.68M Buy
14,952
+2,234
+18% +$249K 0.11% 224
2021
Q1 		$1.39M Sell
12,718
-31
-0.2% -$3.46K 0.1% 244
2020
Q4 		$1.61M Buy
12,749
+4,039
+46% +$457K 0.11% 213
2020
Q3 		$966K Sell
8,710
-870
-9% -$97.7K 0.08% 256
2020
Q2 		$1.25M Buy
9,580
+2,483
+35% +$257K 0.12% 210
2020
Q1 		$686K Sell
7,097
-2,877
-29% -$317K 0.1% 227
2019
Q4 		$1.14M Buy
9,974
+1,676
+20% +$189K 0.12% 195
2019
Q3 		$941K Sell
8,298
-447
-5% -$50.8K 0.11% 196
2019
Q2 		$990K Sell
8,745
-6,161
-41% -$679K 0.11% 187
2019
Q1 		$1.64M Buy
14,906
+3,772
+34% +$407K 0.2% 125
2018
Q4 		$1.16M Sell
11,134
-2,236
-17% -$234K 0.16% 149
2018
Q3 		$1.44M Buy
13,370
+631
+5% +$67.8K 0.16% 141
2018
Q2 		$1.36M Sell
12,739
-2,362
-16% -$258K 0.16% 137
2018
Q1 		$1.7M Buy
15,101
+7,566
+100% +$859K 0.22% 103
2017
Q4 		$875K Buy
+7,535
New +$871K 0.12% 179

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Advocates Investment Management's EMB Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.4% in Q3 2025, selling an estimated $21.9K and leaving 4,099 shares worth $390K. The position accounts for 0.22% of the portfolio, ranked #79.

Financial Advocates Investment Management first reported a position in EMB in Q4 2017 and has held it in 32 quarters since. The position peaked at $9.1M in Q1 2025. 887 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

  • Financial Advocates Investment Management held 4,099 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $390K as of Q3 2025.
  • Financial Advocates Investment Management sold 234 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $21.9K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.22% of Financial Advocates Investment Management's portfolio in Q3 2025, its #79 holding.
  • Financial Advocates Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $9.1M in Q1 2025.
  • 887 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.