Lake Street Private Wealth’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Lake Street Private Wealth’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
2022 Q1	–	Sell	-67,634	Closed	-$8.78M	–	329
2021 Q4	$8.78M	Buy	67,634 +15,974	+31%	+$693K	1.54%	11
2021 Q3	$2.29M	Buy	51,660 +3,010	+6%	+$136K	0.56%	54
2021 Q2	$2.21M	Buy	48,650 +24,175	+99%	+$1.1M	0.56%	54
2021 Q1	$1.09M	Buy	+24,475	New	+$1.11M	0.3%	90

Other funds holding EMHY

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

SIS

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Lake Street Private Wealth's EMHY Position: Q1 2022 in Review

Lake Street Private Wealth sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2022, closing a stake of 67,634 shares — an estimated $8.78M sold.

Lake Street Private Wealth first reported a position in EMHY in Q1 2021 and held it in 4 quarters. The position peaked at $8.78M in Q4 2021. 79 funds tracked by Wall St. Rank hold EMHY as of Q1 2022.

Lake Street Private Wealth reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Lake Street Private Wealth sold 67,634 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2022, an estimated $8.78M.
Lake Street Private Wealth first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2021 and held it in 4 quarters.
Lake Street Private Wealth's iShares JPMorgan EM High Yield Bond ETF position peaked at $8.78M in Q4 2021.
79 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.