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Integrated Wealth Concepts’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Integrated Wealth Concepts’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
-5,803
Closed -$205K – 1571
2023
Q1 		$205K Buy
+5,803
New +$206K ﹤0.01% 1215

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $33.2B AUM 25.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's EMHY Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 5,803 shares — an estimated $205K sold.

Integrated Wealth Concepts first reported a position in EMHY in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,803 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $205K.
  • Integrated Wealth Concepts first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's iShares JPMorgan EM High Yield Bond ETF position peaked at $205K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.