Koss-Olinger Consulting’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Koss-Olinger Consulting’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
2025 Q4	–	Sell	-58,185	Closed	-$2.27M	–	287
2025 Q3	$2.27M	Hold	58,185	–	–	0.19%	63
2025 Q2	$2.27M	Sell	58,185 -9,257	-14%	-$351K	0.19%	63
2025 Q1	$2.58M	Sell	67,442 -2,220	-3%	-$85.4K	0.22%	54
2024 Q4	$2.65M	Sell	69,662 -889	-1%	-$34.3K	0.23%	50
2024 Q3	$2.75M	Sell	70,551 -1,837	-3%	-$69.6K	0.24%	50
2024 Q2	$2.68M	Buy	+72,388	New	+$2.69M	0.25%	47
2024 Q1	–	Sell	-150,812	Closed	-$5.48M	–	124
2023 Q4	$5.48M	Sell	150,812 -23,771	-14%	-$823K	0.54%	27
2023 Q3	$5.94M	Sell	174,583 -1,259	-0.7%	-$43.9K	0.88%	21
2023 Q2	$6.18M	Sell	175,842 -7,126	-4%	-$246K	0.72%	21
2023 Q1	$6.45M	Sell	182,968 -12,576	-6%	-$447K	0.8%	19
2022 Q4	$6.84M	Buy	+195,544	New	+$6.6M	0.98%	17

Other funds holding EMHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Koss-Olinger Consulting's EMHY Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2025, closing a stake of 58,185 shares — an estimated $2.27M sold.

Koss-Olinger Consulting first reported a position in EMHY in Q4 2022 and held it in 11 quarters. The position peaked at $6.84M in Q4 2022. 112 funds tracked by Wall St. Rank hold EMHY as of Q4 2025.

Koss-Olinger Consulting reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 58,185 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2025, an estimated $2.27M.
Koss-Olinger Consulting first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2022 and held it in 11 quarters.
Koss-Olinger Consulting's iShares JPMorgan EM High Yield Bond ETF position peaked at $6.84M in Q4 2022.
112 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.