Global Retirement Partners’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Global Retirement Partners’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
2023 Q2	–	Sell	-78	Closed	-$1.41K	–	3219
2023 Q1	$1.41K	Buy	+78	New	+$1.45K	﹤0.01%	2619
2021 Q1	–	Sell	-40,166	Closed	-$960K	–	1820
2020 Q4	$960K	Sell	40,166 -3,034	-7%	-$70.3K	0.12%	160
2020 Q3	$982K	Sell	43,200 -3,267	-7%	-$74.8K	0.14%	148
2020 Q2	$1.03M	Buy	46,467 +12,151	+35%	+$256K	0.17%	129
2020 Q1	$685K	Sell	34,316 -5,093	-13%	-$116K	0.13%	154
2019 Q4	$935K	Sell	39,409 -4,879	-11%	-$114K	0.14%	153
2019 Q3	$1.03M	Buy	44,288 +16,231	+58%	+$380K	0.17%	133
2019 Q2	$670K	Buy	28,057 +19,574	+231%	+$458K	0.13%	151
2019 Q1	$198K	Buy	8,483 +8,376	+7,828%	+$193K	0.05%	302
2018 Q4	$2K	Hold	107	–	–	﹤0.01%	1330
2018 Q3	$2K	Sell	107 -24,286	-100%	-$550K	﹤0.01%	1395
2018 Q2	$559K	Sell	24,393 -1,504	-6%	-$35.2K	0.14%	150
2018 Q1	$623K	Sell	25,897 -142	-0.5%	-$3.46K	0.17%	130
2017 Q4	$637K	Sell	26,039 -1,197	-4%	-$29.5K	0.18%	121
2017 Q3	$676K	Sell	27,236 -527	-2%	-$13K	0.28%	78
2017 Q2	$680K	Buy	27,763 +1,719	+7%	+$42.4K	0.32%	66
2017 Q1	$642K	Sell	26,044 -8,328	-24%	-$204K	0.36%	53
2016 Q4	$826K	Buy	+34,372	New	+$828K	0.55%	31

Other funds holding HYEM

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM

Wavelength Capital Management Westport, Connecticut $85.9M AUM 1.63% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Global Retirement Partners's HYEM Position: Q2 2023 in Review

Global Retirement Partners sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q2 2023, closing a stake of 78 shares — an estimated $1.41K sold.

Global Retirement Partners first reported a position in HYEM in Q4 2016 and held it in 18 quarters. The position peaked at $1.03M in Q2 2020. 84 funds tracked by Wall St. Rank hold HYEM as of Q2 2023.

Global Retirement Partners reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Global Retirement Partners sold 78 VanEck Emerging Markets High Yield Bond ETF shares in Q2 2023, an estimated $1.41K.
Global Retirement Partners first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q4 2016 and held it in 18 quarters.
Global Retirement Partners's VanEck Emerging Markets High Yield Bond ETF position peaked at $1.03M in Q2 2020.
84 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.