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

SOA 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
2026 Q2	$386	Hold	4	–	–	﹤0.01%	830
2026 Q1	$376	Hold	4	–	–	﹤0.01%	789
2025 Q4	$385	Hold	4	–	–	﹤0.01%	790
2025 Q3	$381	Sell	4 -145	-97%	-$13.6K	﹤0.01%	813
2025 Q2	$13.8K	Buy	+149	New	+$13.4K	﹤0.01%	558
2021 Q2	–	Sell	-1	Closed	–	–	884
2021 Q1	$0	Buy	+1	New	+$112	﹤0.01%	832

Other funds holding EMB

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

SOA Wealth Advisors's EMB Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 4 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #830.

SOA Wealth Advisors first reported a position in EMB in Q1 2021 and has held it in 6 quarters since. The position peaked at $13.8K in Q2 2025. 178 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

SOA Wealth Advisors held 4 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $386 as of Q2 2026.
SOA Wealth Advisors left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #830 holding.
SOA Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 6 quarters since.
SOA Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $13.8K in Q2 2025.
178 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.