EWA
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EverSource Wealth Advisors’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

EverSource Wealth Advisors’s Portfolio HYEM Stock Details HYEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1K Hold
968
– – ﹤0.01% 2532
2025
Q4 		$19.3K Hold
968
– – ﹤0.01% 2407
2025
Q3 		$19.4K Hold
968
– – ﹤0.01% 2380
2025
Q2 		$19.2K Hold
968
– – ﹤0.01% 2325
2025
Q1 		$19K Hold
968
– – ﹤0.01% 1713
2024
Q4 		$18.8K Hold
968
– – ﹤0.01% 1657
2024
Q3 		$19.3K Buy
+968
New +$18.8K ﹤0.01% 1516
2023
Q1 		– Sell
-91
Closed -$1.66K – 2452
2022
Q4 		$1.66K Hold
91
– – ﹤0.01% 1970
2022
Q3 		$2K Buy
+91
New +$1.59K ﹤0.01% 1675

Other funds holding HYEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return