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

SOA 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
Q2 		– Sell
-23
Closed -$879 – 899
2025
Q1 		$879 Hold
23
– – ﹤0.01% 750
2024
Q4 		$874 Buy
+23
New +$888 ﹤0.01% 740

Other funds holding EMHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's EMHY Position: Q2 2025 in Review

SOA Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2025, closing a stake of 23 shares — an estimated $879 sold.

SOA Wealth Advisors first reported a position in EMHY in Q4 2024 and held it in 2 quarters. The position peaked at $879 in Q1 2025. 96 funds tracked by Wall St. Rank hold EMHY as of Q2 2025.

  • SOA Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 23 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2025, an estimated $879.
  • SOA Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $879 in Q1 2025.
  • 96 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.