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Caldwell Trust’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Caldwell Trust’s Portfolio HYEM Stock Details HYEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-486
Closed -$11.5K – 745
2021
Q1 		$11.5K Buy
+486
New +$11.5K ﹤0.01% 621

Other funds holding HYEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's HYEM Position: Q2 2021 in Review

Caldwell Trust sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q2 2021, closing a stake of 486 shares — an estimated $11.5K sold.

Caldwell Trust first reported a position in HYEM in Q1 2021 and held it in 1 quarter. The position peaked at $11.5K in Q1 2021. 101 funds tracked by Wall St. Rank hold HYEM as of Q2 2021.

  • Caldwell Trust reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Caldwell Trust sold 486 VanEck Emerging Markets High Yield Bond ETF shares in Q2 2021, an estimated $11.5K.
  • Caldwell Trust first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q1 2021 and held it in 1 quarter.
  • Caldwell Trust's VanEck Emerging Markets High Yield Bond ETF position peaked at $11.5K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.