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Kingswood Wealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-7,985
Closed -$296K – 692
2024
Q2 		$296K Buy
+7,985
New +$297K 0.03% 524

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
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
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Kingswood Wealth Advisors's EMHY Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2024, closing a stake of 7,985 shares — an estimated $296K sold.

Kingswood Wealth Advisors first reported a position in EMHY in Q2 2024 and held it in 1 quarter. The position peaked at $296K in Q2 2024. 96 funds tracked by Wall St. Rank hold EMHY as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,985 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2024, an estimated $296K.
  • Kingswood Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $296K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.