EWA
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EverSource Wealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

EverSource 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
2025
Q1 		– Sell
-1
Closed -$38 – 4071
2024
Q4 		$38 Buy
+1
New +$39 ﹤0.01% 3660

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

EverSource Wealth Advisors's EMHY Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2025, closing a stake of 1 share — an estimated $38 sold.

EverSource Wealth Advisors first reported a position in EMHY in Q4 2024 and held it in 1 quarter. The position peaked at $38 in Q4 2024. 109 funds tracked by Wall St. Rank hold EMHY as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 iShares JPMorgan EM High Yield Bond ETF share in Q1 2025, an estimated $38.
  • EverSource Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $38 in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.