Merriman Wealth Management’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Merriman Wealth Management’s Portfolio HYEM Stock Details HYEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-47,307	Closed	-$876K	–	204
2023 Q4	$876K	Buy	+47,307	New	+$848K	0.04%	100
2023 Q2	–	Sell	-50,143	Closed	-$924K	–	210
2023 Q1	$924K	Buy	+50,143	New	+$930K	0.05%	97
2021 Q3	–	Sell	-89,462	Closed	-$2.14M	–	210
2021 Q2	$2.14M	Buy	+89,462	New	+$2.12M	0.18%	76
2019 Q3	–	Sell	-47,220	Closed	-$11.3K	–	183
2019 Q2	$11.3K	Sell	47,220 -20,000	-30%	-$468K	0.22%	88
2019 Q1	$1.57M	Hold	67,220	–	–	0.3%	67
2018 Q4	$1.51M	Buy	67,220 +18,020	+37%	+$407K	0.33%	37
2018 Q3	$1.13M	Buy	+49,200	New	+$1.11M	0.24%	73
2017 Q4	–	Sell	-20,600	Closed	-$511K	–	174
2017 Q3	$511K	Hold	20,600	–	–	0.12%	106
2017 Q2	$505K	Sell	20,600 -53,000	-72%	-$1.31M	0.14%	75
2017 Q1	$1.81M	Hold	73,600	–	–	0.44%	54
2016 Q4	$1.77M	Buy	+73,600	New	+$1.77M	0.48%	50

Other funds holding HYEM

SIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $190M AUM 10.79% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merriman Wealth Management's HYEM Position: Q1 2024 in Review

Merriman Wealth Management sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q1 2024, closing a stake of 47,307 shares — an estimated $876K sold.

Merriman Wealth Management first reported a position in HYEM in Q4 2016 and held it in 11 quarters. The position peaked at $2.14M in Q2 2021. 80 funds tracked by Wall St. Rank hold HYEM as of Q1 2024.

Merriman Wealth Management reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Merriman Wealth Management sold 47,307 VanEck Emerging Markets High Yield Bond ETF shares in Q1 2024, an estimated $876K.
Merriman Wealth Management first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q4 2016 and held it in 11 quarters.
Merriman Wealth Management's VanEck Emerging Markets High Yield Bond ETF position peaked at $2.14M in Q2 2021.
80 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q1 2024.

Based on Merriman Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.