WESPAC Advisors SoCal’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WESPAC Advisors SoCal’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	–	Sell	-2,411	Closed	-$226K	–	125
2026 Q1	$226K	Sell	2,411 -108,257	-98%	-$10.4M	0.05%	114
2025 Q4	$10.7M	Buy	110,668 +2,245	+2%	+$216K	2.15%	14
2025 Q3	$10.3M	Buy	108,423 +3,437	+3%	+$322K	2.1%	17
2025 Q2	$9.72M	Sell	104,986 -4,251	-4%	-$383K	2.17%	18
2025 Q1	$9.9M	Buy	+109,237	New	+$9.89M	2.58%	13
2016 Q2	–	Sell	-36	Closed	-$3.97K	–	288
2016 Q1	$3.97K	Buy	+36	New	+$3.84K	﹤0.01%	247

Other funds holding EMB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

WESPAC Advisors SoCal's EMB Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,411 shares — an estimated $226K sold.

WESPAC Advisors SoCal first reported a position in EMB in Q1 2016 and held it in 6 quarters. The position peaked at $10.7M in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

WESPAC Advisors SoCal reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 2,411 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $226K.
WESPAC Advisors SoCal first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and held it in 6 quarters.
WESPAC Advisors SoCal's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10.7M in Q4 2025.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.