Choate Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Choate Investment 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
2025 Q3	–	Sell	-20	Closed	-$1.85K	–	436
2025 Q2	$1.85K	Buy	+20	New	+$1.8K	﹤0.01%	475
2021 Q2	–	Sell	-1,804	Closed	-$196K	–	351
2021 Q1	$196K	Hold	1,804	–	–	0.01%	247
2020 Q4	$209K	Sell	1,804 -2,745	-60%	-$311K	0.01%	234
2020 Q3	$504K	Buy	4,549 +985	+28%	+$111K	0.03%	155
2020 Q2	$389K	Hold	3,564	–	–	0.03%	178
2020 Q1	$345K	Buy	+3,564	New	+$393K	0.03%	182
2014 Q3	–	Sell	-888	Closed	-$102K	–	271
2014 Q2	$102K	Buy	+888	New	+$101K	0.01%	265
2013 Q3	–	Sell	-2,440	Closed	-$267K	–	252
2013 Q2	$267K	Buy	+2,440	New	+$285K	0.02%	223

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 22.96% 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

Choate Investment Advisors's EMB Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 20 shares — an estimated $1.85K sold.

Choate Investment Advisors first reported a position in EMB in Q2 2013 and held it in 8 quarters. The position peaked at $504K in Q3 2020. 889 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Choate Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 20 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $1.85K.
Choate Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 8 quarters.
Choate Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $504K in Q3 2020.
889 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.