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

GoalVest 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
2025 Q4	–	Sell	-244	Closed	-$23.2K	–	520
2025 Q3	$23.2K	Hold	244	–	–	﹤0.01%	284
2025 Q2	$22.6K	Buy	+244	New	+$22K	0.01%	264
2024 Q2	–	Sell	-241	Closed	-$21.6K	–	342
2024 Q1	$21.6K	Sell	241 -243	-50%	-$21.4K	0.01%	265
2023 Q4	$43.1K	Sell	484 -1,856	-79%	-$156K	0.02%	146
2023 Q3	$193K	Buy	2,340 +604	+35%	+$51.5K	0.1%	70
2023 Q2	$150K	Buy	+1,736	New	+$148K	0.08%	80
2022 Q4	–	Sell	-66	Closed	-$5K	–	251
2022 Q3	$5K	Sell	66 -1,870	-97%	-$160K	﹤0.01%	208
2022 Q2	$165K	Sell	1,936 -205	-10%	-$18.5K	0.1%	116
2022 Q1	$209K	Buy	+2,141	New	+$217K	0.12%	108
2021 Q2	$222K	Buy	1,973 +37	+2%	+$4.12K	0.14%	117
2021 Q1	$211K	Sell	1,936 -260	-12%	-$29.1K	0.16%	102
2020 Q4	$255K	Buy	+2,196	New	+$249K	0.21%	87

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

GoalVest Advisory's EMB Position: Q4 2025 in Review

GoalVest Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 244 shares — an estimated $23.2K sold.

GoalVest Advisory first reported a position in EMB in Q4 2020 and held it in 12 quarters. The position peaked at $255K in Q4 2020. 964 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

GoalVest Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 244 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $23.2K.
GoalVest Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 12 quarters.
GoalVest Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $255K in Q4 2020.
964 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.