AWE
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Avidian Wealth Enterprises’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Avidian Wealth Enterprises’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
2021
Q1 		– Sell
-5,942
Closed -$275K – 377
2020
Q4 		$275K Buy
+5,942
New +$266K 0.03% 264

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SIS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Avidian Wealth Enterprises's EMHY Position: Q1 2021 in Review

Avidian Wealth Enterprises sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2021, closing a stake of 5,942 shares — an estimated $275K sold.

Avidian Wealth Enterprises first reported a position in EMHY in Q4 2020 and held it in 1 quarter. The position peaked at $275K in Q4 2020. 82 funds tracked by Wall St. Rank hold EMHY as of Q1 2021.

  • Avidian Wealth Enterprises reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,942 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2021, an estimated $275K.
  • Avidian Wealth Enterprises first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2020 and held it in 1 quarter.
  • Avidian Wealth Enterprises's iShares JPMorgan EM High Yield Bond ETF position peaked at $275K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2021, filed 5 May 2021.