AWM
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Ameliora Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Ameliora Wealth Management’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,354
Closed -$46.1K – 195
2023
Q3 		$46.1K Buy
+1,354
New +$47.2K 0.03% 122

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameliora Wealth Management's EMHY Position: Q4 2023 in Review

Ameliora Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2023, closing a stake of 1,354 shares — an estimated $46.1K sold.

Ameliora Wealth Management first reported a position in EMHY in Q3 2023 and held it in 1 quarter. The position peaked at $46.1K in Q3 2023. 81 funds tracked by Wall St. Rank hold EMHY as of Q4 2023.

  • Ameliora Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,354 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2023, an estimated $46.1K.
  • Ameliora Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $46.1K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.