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BOK Financial Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-162
Closed -$15K – 405
2025
Q2 		$15K Hold
162
– – ﹤0.01% 335
2025
Q1 		$14.7K Hold
162
– – ﹤0.01% 367
2024
Q4 		$14.5K Hold
162
– – ﹤0.01% 348
2024
Q3 		$15.1K Buy
162
+2
+1% +$182 ﹤0.01% 362
2024
Q2 		$14.1K Buy
160
+2
+1% +$177 ﹤0.01% 357
2024
Q1 		$14.1K Buy
158
+2
+1% +$176 ﹤0.01% 346
2023
Q4 		$13.9K Buy
+156
New +$13.1K ﹤0.01% 343
2023
Q2 		– Sell
-319
Closed -$27.5K – 385
2023
Q1 		$27.5K Buy
+319
New +$27.5K ﹤0.01% 290

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return