New Insight Wealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

New Insight Wealth 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
2025 Q3	–	Sell	-5,804	Closed	-$226K	–	107
2025 Q2	$226K	Sell	5,804 -658	-10%	-$25K	0.09%	99
2025 Q1	$247K	Buy	6,462 +110	+2%	+$4.23K	0.11%	88
2024 Q4	$241K	Sell	6,352 -64	-1%	-$2.47K	0.12%	80
2024 Q3	$250K	Sell	6,416 -723	-10%	-$27.4K	0.13%	78
2024 Q2	$265K	Sell	7,139 -1,011	-12%	-$37.6K	0.16%	65
2024 Q1	$305K	Sell	8,150 -2,052	-20%	-$74.9K	0.19%	59
2023 Q4	$371K	Buy	+10,202	New	+$353K	0.25%	55

Other funds holding EMHY

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

SIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

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

New Insight Wealth Advisors's EMHY Position: Q3 2025 in Review

New Insight Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2025, closing a stake of 5,804 shares — an estimated $226K sold.

New Insight Wealth Advisors first reported a position in EMHY in Q4 2023 and held it in 7 quarters. The position peaked at $371K in Q4 2023. 104 funds tracked by Wall St. Rank hold EMHY as of Q3 2025.

New Insight Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
New Insight Wealth Advisors sold 5,804 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2025, an estimated $226K.
New Insight Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2023 and held it in 7 quarters.
New Insight Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $371K in Q4 2023.
104 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2025.

Based on New Insight Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.