Kovitz Investment Group Partners
EMHY icon

Kovitz Investment Group Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Kovitz Investment Group Partners’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
-102,162
Closed -$4.05M – 700
2025
Q3 		$4.05M Buy
+102,162
New +$4.02M 0.02% 503

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BlackRock
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Wells Fargo
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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SF
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
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's EMHY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2025, closing a stake of 102,162 shares — an estimated $4.05M sold.

Kovitz Investment Group Partners first reported a position in EMHY in Q3 2025 and held it in 1 quarter. The position peaked at $4.05M in Q3 2025. 112 funds tracked by Wall St. Rank hold EMHY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 102,162 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2025, an estimated $4.05M.
  • Kovitz Investment Group Partners first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares JPMorgan EM High Yield Bond ETF position peaked at $4.05M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.