RW
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RVW Wealth’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

RVW Wealth’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
2023
Q2 		– Sell
-6,800
Closed -$240K – 154
2023
Q1 		$240K Buy
+6,800
New +$242K 0.03% 131

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVW Wealth's EMHY Position: Q2 2023 in Review

RVW Wealth sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 6,800 shares — an estimated $240K sold.

RVW Wealth first reported a position in EMHY in Q1 2023 and held it in 1 quarter. The position peaked at $240K in Q1 2023. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

  • RVW Wealth reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 6,800 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $240K.
  • RVW Wealth first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2023 and held it in 1 quarter.
  • RVW Wealth's iShares JPMorgan EM High Yield Bond ETF position peaked at $240K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.