United Capital Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

United Capital Financial 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 Q1	$2.21M	Sell	23,571 -155,515	-87%	-$14.9M	0.01%	529
2025 Q4	$17.2M	Buy	179,086 +9,166	+5%	+$881K	0.1%	164
2025 Q3	$16.2M	Sell	169,920 -5,358	-3%	-$502K	0.12%	150
2025 Q2	$16.2M	Sell	175,278 -3,263	-2%	-$294K	0.13%	133
2025 Q1	$16.2M	Buy	178,541 +48,741	+38%	+$4.41M	0.14%	125
2024 Q4	$11.6M	Sell	129,800 -2,260	-2%	-$206K	0.1%	161
2024 Q3	$12.4M	Sell	132,060 -31,952	-19%	-$2.91M	0.1%	160
2024 Q2	$14.5M	Sell	164,012 -36,186	-18%	-$3.21M	0.12%	149
2024 Q1	$18M	Buy	200,198 +96,311	+93%	+$8.48M	0.15%	138
2023 Q4	$9.25M	Buy	103,887 +95,062	+1,077%	+$8.01M	0.08%	198
2023 Q3	$728K	Sell	8,825 -449	-5%	-$38.3K	﹤0.01%	570
2023 Q2	$803K	Sell	9,274 -784	-8%	-$66.9K	﹤0.01%	594
2023 Q1	$868K	Sell	10,058 -2,518	-20%	-$217K	﹤0.01%	612
2022 Q4	$1.06M	Sell	12,576 -2,890	-19%	-$239K	0.01%	598
2022 Q3	$1.23M	Sell	15,466 -17,598	-53%	-$1.5M	0.01%	572
2022 Q2	$2.82M	Sell	33,064 -30,667	-48%	-$2.77M	0.02%	430
2022 Q1	$6.23M	Sell	63,731 -14,991	-19%	-$1.52M	0.03%	334
2021 Q4	$8.59M	Sell	78,722 -7,122	-8%	-$777K	0.04%	295
2021 Q3	$9.45M	Buy	85,844 +980	+1%	+$110K	0.05%	284
2021 Q2	$9.54M	Buy	84,864 +3,727	+5%	+$415K	0.05%	279
2021 Q1	$8.83M	Sell	81,137 -1,932	-2%	-$216K	0.05%	275
2020 Q4	$9.63M	Sell	83,069 -39,072	-32%	-$4.42M	0.06%	261
2020 Q3	$13.5M	Sell	122,141 -205,624	-63%	-$23.1M	0.09%	213
2020 Q2	$35.8M	Buy	327,765 +67,245	+26%	+$6.96M	0.26%	91
2020 Q1	$25.2M	Buy	260,520 +48,860	+23%	+$5.39M	0.21%	103
2019 Q4	$24.2M	Sell	211,660 -92,937	-31%	-$10.5M	0.16%	151
2019 Q3	$34.5M	Sell	304,597 -89,694	-23%	-$10.2M	0.24%	96
2019 Q2	$44.7M	Sell	394,291 -212,924	-35%	-$23.5M	0.29%	77
2019 Q1	$66.8M	Buy	607,215 +249,525	+70%	+$26.9M	0.47%	37
2018 Q4	$37.2M	Buy	357,690 +57,487	+19%	+$6.01M	0.3%	77
2018 Q3	$32.4M	Buy	300,203 +171,036	+132%	+$18.4M	0.23%	100
2018 Q2	$13.8M	Buy	129,167 +6,190	+5%	+$675K	0.1%	221
2018 Q1	$13.9M	Sell	122,977 -44,550	-27%	-$5.06M	0.11%	216
2017 Q4	$19.4M	Buy	167,527 +21,746	+15%	+$2.51M	0.15%	156
2017 Q3	$17M	Buy	145,781 +31,197	+27%	+$3.6M	0.14%	164
2017 Q2	$13.1M	Sell	114,584 -42,589	-27%	-$4.89M	0.12%	204
2017 Q1	$17.9M	Buy	157,173 +97,155	+162%	+$10.9M	0.17%	139
2016 Q4	$6.62M	Sell	60,018 -101,991	-63%	-$11.4M	0.06%	329
2016 Q3	$19M	Buy	162,009 +62,179	+62%	+$7.25M	0.18%	127
2016 Q2	$11.5M	Buy	99,830 +22,362	+29%	+$2.49M	0.12%	197
2016 Q1	$8.55M	Sell	77,468 -14,663	-16%	-$1.56M	0.09%	236
2015 Q4	$9.75M	Buy	92,131 +73,551	+396%	+$7.92M	0.11%	200
2015 Q3	$1.98M	Sell	18,580 -40,819	-69%	-$4.42M	0.02%	530
2015 Q2	$6.53M	Buy	59,399 +37,426	+170%	+$4.19M	0.08%	296
2015 Q1	$2.49M	Buy	21,973 +1,483	+7%	+$165K	0.03%	510
2014 Q4	$2.25M	Buy	20,490 +121	+0.6%	+$13.6K	0.03%	440
2014 Q3	$2.3M	Buy	20,369 +1,148	+6%	+$132K	0.04%	411
2014 Q2	$2.22M	Buy	19,221 +549	+3%	+$62.3K	0.04%	394
2014 Q1	$2.08M	Buy	18,672 +3,958	+27%	+$431K	0.04%	349
2013 Q4	$1.59M	Buy	14,714 +3,199	+28%	+$349K	0.05%	273
2013 Q3	$1.25M	Buy	11,515 +5,681	+97%	+$616K	0.04%	314
2013 Q2	$639K	Buy	+5,834	New	+$682K	0.02%	469

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

United Capital Financial Advisors's EMB Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 87% in Q1 2026, selling an estimated $14.9M and leaving 23,571 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #529.

United Capital Financial Advisors first reported a position in EMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $66.8M in Q1 2019. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

United Capital Financial Advisors held 23,571 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.21M as of Q1 2026.
United Capital Financial Advisors sold 155,515 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $14.9M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #529 holding.
United Capital Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $66.8M in Q1 2019.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.