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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
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