MinichMacGregor Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

MinichMacGregor Wealth Management’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
2018 Q2	–	Sell	-21	Closed	-$1K	–	541
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	459
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	451
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	426
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	420
2017 Q1	$1K	Hold	21	–	–	﹤0.01%	412
2016 Q4	$1K	Buy	+21	New	+$1.03K	﹤0.01%	413
2016 Q1	–	Sell	-8	Closed	–	–	445
2015 Q4	$0	Buy	+8	New	+$370	﹤0.01%	380

Other funds holding EMHY

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

MinichMacGregor Wealth Management's EMHY Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2018, closing a stake of 21 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in EMHY in Q4 2015 and held it in 7 quarters. The position peaked at $1K in Q1 2018. 70 funds tracked by Wall St. Rank hold EMHY as of Q2 2018.

MinichMacGregor Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 21 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2015 and held it in 7 quarters.
MinichMacGregor Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $1K in Q1 2018.
70 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.