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FAS Wealth Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

FAS Wealth Partners’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
2023
Q2 		– Sell
-1,068
Closed -$37.6K – 423
2023
Q1 		$37.6K Buy
1,068
+12
+1% +$427 ﹤0.01% 345
2022
Q4 		$36.9K Buy
+1,056
New +$35.6K ﹤0.01% 338

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAS Wealth Partners's EMHY Position: Q2 2023 in Review

FAS Wealth Partners sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 1,068 shares — an estimated $37.6K sold.

FAS Wealth Partners first reported a position in EMHY in Q4 2022 and held it in 2 quarters. The position peaked at $37.6K in Q1 2023. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

  • FAS Wealth Partners reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 1,068 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $37.6K.
  • FAS Wealth Partners first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
  • FAS Wealth Partners's iShares JPMorgan EM High Yield Bond ETF position peaked at $37.6K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on FAS Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.