Envestnet Portfolio Solutions’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q3	–	Sell	-8,796	Closed	-$343K	–	1476
2025 Q2	$343K	Sell	8,796 -11,455	-57%	-$434K	﹤0.01%	1282
2025 Q1	$774K	Buy	20,251 +1,034	+5%	+$39.8K	﹤0.01%	878
2024 Q4	$730K	Buy	19,217 +7,325	+62%	+$283K	﹤0.01%	1062
2024 Q3	$464K	Sell	11,892 -3,919	-25%	-$149K	﹤0.01%	1245
2024 Q2	$586K	Sell	15,811 -673	-4%	-$25K	﹤0.01%	1065
2024 Q1	$617K	Sell	16,484 -346	-2%	-$12.6K	﹤0.01%	1027
2023 Q4	$612K	Buy	16,830 +2,330	+16%	+$80.6K	﹤0.01%	964
2023 Q3	$494K	Buy	+14,500	New	+$505K	﹤0.01%	990

Other funds holding EMHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Portfolio Solutions's EMHY Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2025, closing a stake of 8,796 shares — an estimated $343K sold.

Envestnet Portfolio Solutions first reported a position in EMHY in Q3 2023 and held it in 8 quarters. The position peaked at $774K in Q1 2025. 104 funds tracked by Wall St. Rank hold EMHY as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 8,796 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2025, an estimated $343K.
Envestnet Portfolio Solutions first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's iShares JPMorgan EM High Yield Bond ETF position peaked at $774K in Q1 2025.
104 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.