Brandywine Oak Private Wealth’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Brandywine Oak Private Wealth’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
2020 Q1	–	Sell	-5,533	Closed	-$261K	–	230
2019 Q4	$261K	Hold	5,533	–	–	0.05%	203
2019 Q3	$257K	Hold	5,533	–	–	0.05%	193
2019 Q2	$264K	Hold	5,533	–	–	0.05%	185
2019 Q1	$258K	Hold	5,533	–	–	0.05%	184
2018 Q4	$245K	Buy	+5,533	New	+$250K	0.06%	173

Other funds holding EMHY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Brandywine Oak Private Wealth's EMHY Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2020, closing a stake of 5,533 shares — an estimated $261K sold.

Brandywine Oak Private Wealth first reported a position in EMHY in Q4 2018 and held it in 5 quarters. The position peaked at $264K in Q2 2019. 75 funds tracked by Wall St. Rank hold EMHY as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 5,533 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2020, an estimated $261K.
Brandywine Oak Private Wealth first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's iShares JPMorgan EM High Yield Bond ETF position peaked at $264K in Q2 2019.
75 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.