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

My Legacy 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
2022
Q4 		– Sell
-47,942
Closed -$1.53M – 212
2022
Q3 		$1.53M Sell
47,942
-8,988
-16% -$309K 0.77% 27
2022
Q2 		$1.9M Buy
56,930
+21,802
+62% +$809K 0.95% 21
2022
Q1 		$1.4M Buy
+35,128
New +$1.42M 0.65% 33

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

My Legacy Advisors's EMHY Position: Q4 2022 in Review

My Legacy Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2022, closing a stake of 47,942 shares — an estimated $1.53M sold.

My Legacy Advisors first reported a position in EMHY in Q1 2022 and held it in 3 quarters. The position peaked at $1.9M in Q2 2022. 73 funds tracked by Wall St. Rank hold EMHY as of Q4 2022.

  • My Legacy Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • My Legacy Advisors sold 47,942 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2022, an estimated $1.53M.
  • My Legacy Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2022 and held it in 3 quarters.
  • My Legacy Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.9M in Q2 2022.
  • 73 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2022.

Based on My Legacy Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.