ICA Group Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-2,490	Closed	-$93.3K	–	922
2024 Q1	$93.3K	Buy	2,490 +133	+6%	+$4.85K	0.02%	412
2023 Q4	$85.7K	Buy	+2,357	New	+$81.6K	0.02%	392
2023 Q3	–	Sell	-2,908	Closed	-$102K	–	488
2023 Q2	$102K	Buy	+2,908	New	+$100K	0.03%	331
2023 Q1	–	Sell	-3,072	Closed	-$107K	–	1295
2022 Q4	$107K	Buy	+3,072	New	+$104K	0.03%	353
2022 Q2	–	Sell	-6,038	Closed	-$223K	–	387
2022 Q1	$223K	Buy	+6,038	New	+$245K	0.04%	339

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

ICA Group Wealth Management's EMHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2024, closing a stake of 2,490 shares — an estimated $93.3K sold.

ICA Group Wealth Management first reported a position in EMHY in Q1 2022 and held it in 5 quarters. The position peaked at $223K in Q1 2022. 94 funds tracked by Wall St. Rank hold EMHY as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 2,490 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2024, an estimated $93.3K.
ICA Group Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $223K in Q1 2022.
94 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.