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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2022
Q3 		– Sell
-11,918
Closed -$410K – 101
2022
Q2 		$410K Sell
11,918
-1,307
-10% -$48.5K 0.02% 169
2022
Q1 		$526K Buy
13,225
+12
+0.1% +$486 0.02% 172
2021
Q4 		$569K Sell
13,213
-112
-0.8% -$4.86K 0.02% 154
2021
Q3 		$591K Buy
13,325
+951
+8% +$43.1K 0.02% 203
2021
Q2 		$566K Sell
12,374
-3,819
-24% -$173K 0.02% 213
2021
Q1 		$720K Sell
16,193
-5,620
-26% -$255K 0.03% 137
2020
Q4 		$1.01M Sell
21,813
-4,288
-16% -$192K 0.05% 116
2020
Q3 		$1.14M Sell
26,101
-1,919
-7% -$84.7K 0.06% 107
2020
Q2 		$1.21M Buy
+28,020
New +$1.14M 0.07% 101
2019
Q4 		$2.78M Sell
58,699
-184,213
-76% -$8.59M 0.22% 62
2019
Q3 		$11.3M Sell
242,912
-42,232
-15% -$1.99M 0.99% 23
2019
Q2 		$13.6M Buy
285,144
+6,926
+2% +$322K 1.37% 22
2019
Q1 		$13M Buy
278,218
+22,427
+9% +$1.04M 1.42% 19
2018
Q4 		$11.3M Sell
255,791
-46,558
-15% -$2.1M 1.13% 25
2018
Q3 		$13.9M Buy
302,349
+55,880
+23% +$2.56M 1.3% 21
2018
Q2 		$11.3M Sell
246,469
-12,033
-5% -$570K 1.11% 24
2018
Q1 		$12.7M Buy
258,502
+66,302
+34% +$3.28M 1.27% 21
2017
Q4 		$9.61M Sell
192,200
-92,311
-32% -$4.64M 0.99% 27
2017
Q3 		$14.5M Buy
284,511
+67,438
+31% +$3.4M 1.53% 17
2017
Q2 		$10.9M Buy
217,073
+60,234
+38% +$3.04M 1.22% 22
2017
Q1 		$7.83M Buy
+156,839
New +$7.79M 0.88% 27
2015
Q3 		– Sell
-7,009
Closed -$336K – 126
2015
Q2 		$336K Buy
+7,009
New +$342K 0.07% 125

Other funds holding EMHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EMHY Position: Q3 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2022, closing a stake of 11,918 shares — an estimated $410K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EMHY in Q2 2015 and held it in 22 quarters. The position peaked at $14.5M in Q3 2017. 67 funds tracked by Wall St. Rank hold EMHY as of Q3 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,918 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2022, an estimated $410K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2015 and held it in 22 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $14.5M in Q3 2017.
  • 67 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.