Mutual Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Mutual Advisors’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
2021 Q4	–	Sell	-9,781	Closed	-$434K	–	897
2021 Q3	$434K	Sell	9,781 -612	-6%	-$27.7K	0.03%	587
2021 Q2	$475K	Sell	10,393 -51	-0.5%	-$2.32K	0.03%	540
2021 Q1	$464K	Buy	10,444 +57	+0.5%	+$2.59K	0.03%	505
2020 Q4	$481K	Buy	10,387 +2,557	+33%	+$115K	0.04%	471
2020 Q3	$342K	Sell	7,830 -226	-3%	-$9.97K	0.03%	508
2020 Q2	$346K	Sell	8,056 -249	-3%	-$10.1K	0.03%	469
2020 Q1	$316K	Sell	8,305 -627	-7%	-$28.1K	0.04%	385
2019 Q4	$423K	Buy	8,932 +1,341	+18%	+$62.5K	0.05%	385
2019 Q3	$353K	Buy	+7,591	New	+$357K	0.05%	382

Other funds holding EMHY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MFM

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

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Mutual Advisors's EMHY Position: Q4 2021 in Review

Mutual Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2021, closing a stake of 9,781 shares — an estimated $434K sold.

Mutual Advisors first reported a position in EMHY in Q3 2019 and held it in 9 quarters. The position peaked at $481K in Q4 2020. 82 funds tracked by Wall St. Rank hold EMHY as of Q4 2021.

Mutual Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Mutual Advisors sold 9,781 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2021, an estimated $434K.
Mutual Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2019 and held it in 9 quarters.
Mutual Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $481K in Q4 2020.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2021.

Based on Mutual Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.