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Freedom Investment Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Freedom Investment Management’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
2019
Q1 		– Sell
-5,784
Closed -$257K – 717
2018
Q4 		$257K Sell
5,784
-2,597
-31% -$117K 0.02% 629
2018
Q3 		$371K Sell
8,381
-1,371
-14% -$62.8K 0.02% 641
2018
Q2 		$448K Sell
9,752
-3,390
-26% -$160K 0.03% 597
2018
Q1 		$645K Buy
13,142
+138
+1% +$6.82K 0.03% 523
2017
Q4 		$650K Buy
13,004
+844
+7% +$42.4K 0.03% 520
2017
Q3 		$618K Sell
12,160
-703
-5% -$35.5K 0.03% 505
2017
Q2 		$645K Sell
12,863
-414
-3% -$20.9K 0.04% 461
2017
Q1 		$663K Sell
13,277
-2,290
-15% -$114K 0.04% 437
2016
Q4 		$758K Sell
15,567
-1,964
-11% -$96.5K 0.05% 345
2016
Q3 		$886K Sell
17,531
-769
-4% -$38.5K 0.06% 274
2016
Q2 		$903K Sell
18,300
-3,203
-15% -$153K 0.06% 244
2016
Q1 		$1.01M Sell
21,503
-7,663
-26% -$346K 0.07% 208
2015
Q4 		$1.31M Buy
29,166
+2,336
+9% +$108K 0.1% 163
2015
Q3 		$2.96M Sell
26,830
-19,341
-42% -$904K 0.3% 43
2015
Q2 		$2.22M Sell
46,171
-9,739
-17% -$475K 0.23% 58
2015
Q1 		$2.67M Sell
55,910
-14,771
-21% -$697K 0.29% 43
2014
Q4 		$3.34M Buy
+70,681
New +$3.49M 0.43% 40
2014
Q3 		– Sell
-23,359
Closed -$1.24M – 500
2014
Q2 		$1.24M Buy
+23,359
New +$1.21M 0.21% 71

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's EMHY Position: Q1 2019 in Review

Freedom Investment Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2019, closing a stake of 5,784 shares — an estimated $257K sold.

Freedom Investment Management first reported a position in EMHY in Q2 2014 and held it in 18 quarters. The position peaked at $3.34M in Q4 2014. 65 funds tracked by Wall St. Rank hold EMHY as of Q1 2019.

  • Freedom Investment Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Freedom Investment Management sold 5,784 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2019, an estimated $257K.
  • Freedom Investment Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2014 and held it in 18 quarters.
  • Freedom Investment Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $3.34M in Q4 2014.
  • 65 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.