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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

AHSSHC

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BOK Financial Private Wealth's EMB Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 162 shares — an estimated $15K sold.

BOK Financial Private Wealth first reported a position in EMB in Q1 2023 and held it in 8 quarters. The position peaked at $27.5K in Q1 2023. 890 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

BOK Financial Private Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 162 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $15K.
BOK Financial Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 8 quarters.
BOK Financial Private Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $27.5K in Q1 2023.
890 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.