Creative Planning
EMHY icon

Creative Planning’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-50
Closed -$3K – 2402
2017
Q2 		$3K Buy
50
+44
+733% +$2.22K ﹤0.01% 4173
2017
Q1 		$0 Buy
+6
New +$298 ﹤0.01% 4715
2015
Q1 		– Sell
-144
Closed -$7K – 4258
2014
Q4 		$7K Buy
+144
New +$7.11K ﹤0.01% 3302

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Creative Planning's EMHY Position: Q3 2017 in Review

Creative Planning sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2017, closing a stake of 50 shares — an estimated $3K sold.

Creative Planning first reported a position in EMHY in Q4 2014 and held it in 3 quarters. The position peaked at $7K in Q4 2014. 57 funds tracked by Wall St. Rank hold EMHY as of Q3 2017.

  • Creative Planning reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 50 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2014 and held it in 3 quarters.
  • Creative Planning's iShares JPMorgan EM High Yield Bond ETF position peaked at $7K in Q4 2014.
  • 57 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.