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Pacific Capital Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-2,003
Closed -$178K – 173
2024
Q4 		$178K Sell
2,003
-639
-24% -$58.3K 0.03% 85
2024
Q3 		$247K Sell
2,642
-271
-9% -$24.7K 0.04% 68
2024
Q2 		$258K Sell
2,913
-245
-8% -$21.7K 0.05% 58
2024
Q1 		$283K Sell
3,158
-1,677
-35% -$148K 0.07% 54
2023
Q4 		$431K Buy
4,835
+169
+4% +$14.2K 0.11% 46
2023
Q3 		$385K Hold
4,666
– – 0.11% 50
2023
Q2 		$404K Sell
4,666
-657
-12% -$56.1K 0.1% 50
2023
Q1 		$459K Sell
5,323
-823
-13% -$70.9K 0.12% 59
2022
Q4 		$520K Sell
6,146
-1,877
-23% -$155K 0.13% 61
2022
Q3 		$637K Sell
8,023
-361
-4% -$30.9K 0.17% 54
2022
Q2 		$715K Sell
8,384
-141
-2% -$12.7K 0.2% 54
2022
Q1 		$833K Buy
8,525
+274
+3% +$27.8K 0.24% 56
2021
Q4 		$900K Hold
8,251
– – 0.26% 54
2021
Q3 		$908K Hold
8,251
– – 0.29% 52
2021
Q2 		$928K Hold
8,251
– – 0.47% 46
2021
Q1 		$898K Sell
8,251
-211
-2% -$23.6K 0.5% 40
2020
Q4 		$981K Sell
8,462
-46
-0.5% -$5.21K 0.56% 40
2020
Q3 		$943K Hold
8,508
– – 0.56% 36
2020
Q2 		$929K Buy
8,508
+335
+4% +$34.7K 0.63% 35
2020
Q1 		$790K Sell
8,173
-152
-2% -$16.8K 0.6% 34
2019
Q4 		$954K Buy
+8,325
New +$941K 0.64% 34

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pacific Capital Wealth Advisors's EMB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 2,003 shares — an estimated $178K sold.

Pacific Capital Wealth Advisors first reported a position in EMB in Q4 2019 and held it in 21 quarters. The position peaked at $981K in Q4 2020. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2,003 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $178K.
  • Pacific Capital Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 21 quarters.
  • Pacific Capital Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $981K in Q4 2020.
  • 876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.