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

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

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

Bank of America

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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