EF
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Empowered Funds’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Empowered Funds’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
2024
Q4 		– Sell
-296,037
Closed -$11.6M – 1687
2024
Q3 		$11.6M Buy
+296,037
New +$11.2M 0.18% 107
2024
Q2 		– Sell
-247,500
Closed -$9.22M – 1398
2024
Q1 		$9.22M Buy
+247,500
New +$9.03M 0.17% 138

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Empowered Funds's EMHY Position: Q4 2024 in Review

Empowered Funds sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2024, closing a stake of 296,037 shares — an estimated $11.6M sold.

Empowered Funds first reported a position in EMHY in Q1 2024 and held it in 2 quarters. The position peaked at $11.6M in Q3 2024. 111 funds tracked by Wall St. Rank hold EMHY as of Q4 2024.

  • Empowered Funds reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Empowered Funds sold 296,037 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2024, an estimated $11.6M.
  • Empowered Funds first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2024 and held it in 2 quarters.
  • Empowered Funds's iShares JPMorgan EM High Yield Bond ETF position peaked at $11.6M in Q3 2024.
  • 111 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2024.

Based on Empowered Funds's 13F filing for Q4 2024, filed 28 Jan 2025.