MAWAG
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Mid-American Wealth Advisory Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Mid-American Wealth Advisory Group’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
2023
Q3 		– Sell
-7,056
Closed -$248K – 51
2023
Q2 		$248K Buy
+7,056
New +$244K 0.19% 65
2022
Q1 		$954K Sell
23,971
-28,037
-54% -$1.14M 0.75% 38
2021
Q4 		$2.24M Buy
+52,008
New +$2.25M 1.8% 19

Other funds holding EMHY

SIS
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AssetMark Inc
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return