Emergent Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Emergent Wealth Advisors’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.05M	Sell	38,057 -753	-2%	-$40.3K	1.07%	20
2026 Q1	$2.06M	Sell	38,810 -1,191	-3%	-$64.1K	1.22%	18
2025 Q4	$2.14M	Buy	40,001 +34,957	+693%	+$1.87M	1.2%	22
2025 Q3	$269K	Hold	5,044	–	–	0.16%	96
2025 Q2	$263K	Hold	5,044	–	–	0.17%	92
2025 Q1	$266K	Sell	5,044 -780	-13%	-$41.5K	0.19%	89
2024 Q4	$310K	Sell	5,824 -34	-0.6%	-$1.83K	0.22%	81
2024 Q3	$318K	Buy	5,858 +154	+3%	+$8.3K	0.24%	78
2024 Q2	$305K	Buy	5,704 +134	+2%	+$7.14K	0.24%	76
2024 Q1	$300K	Buy	+5,570	New	+$300K	0.26%	71

Other funds holding NYF

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Emergent Wealth Advisors's NYF Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its iShares New York Muni Bond ETF (NYF) stake by 1.9% in Q2 2026, selling an estimated $40.3K and leaving 38,057 shares worth $2.05M. The position accounts for 1.07% of the portfolio, ranked #20.

Emergent Wealth Advisors first reported a position in NYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2025. 202 funds tracked by Wall St. Rank hold NYF as of Q2 2026.

Emergent Wealth Advisors held 38,057 shares of iShares New York Muni Bond ETF worth $2.05M as of Q2 2026.
Emergent Wealth Advisors sold 753 iShares New York Muni Bond ETF shares in Q2 2026, an estimated $40.3K.
iShares New York Muni Bond ETF made up 1.07% of Emergent Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Emergent Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Emergent Wealth Advisors's iShares New York Muni Bond ETF position peaked at $2.14M in Q4 2025.
202 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.