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

Simplicity 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
2022
Q1 		– Sell
-8,935
Closed -$385K – 70
2021
Q4 		$385K Buy
+8,935
New +$387K 0.21% 52

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Simplicity Wealth's EMHY Position: Q1 2022 in Review

Simplicity Wealth sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2022, closing a stake of 8,935 shares — an estimated $385K sold.

Simplicity Wealth first reported a position in EMHY in Q4 2021 and held it in 1 quarter. The position peaked at $385K in Q4 2021. 79 funds tracked by Wall St. Rank hold EMHY as of Q1 2022.

  • Simplicity Wealth reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Simplicity Wealth sold 8,935 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2022, an estimated $385K.
  • Simplicity Wealth first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2021 and held it in 1 quarter.
  • Simplicity Wealth's iShares JPMorgan EM High Yield Bond ETF position peaked at $385K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2022.

Based on Simplicity Wealth's 13F filing for Q1 2022, filed 20 May 2022.