Sowell Financial Services’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Sowell Financial Services’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
2021 Q4	–	Sell	-25,237	Closed	-$1.12M	–	519
2021 Q3	$1.12M	Buy	25,237 +56	+0.2%	+$2.54K	0.08%	278
2021 Q2	$1.15M	Buy	25,181 +51	+0.2%	+$2.32K	0.08%	283
2021 Q1	$1.14M	Buy	25,130 +1,037	+4%	+$47.1K	0.04%	377
2020 Q4	$1.12M	Buy	24,093 +90	+0.4%	+$4.04K	0.05%	304
2020 Q3	$1.05M	Buy	24,003 +634	+3%	+$28K	0.05%	286
2020 Q2	$1M	Buy	23,369 +232	+1%	+$9.42K	0.06%	273
2020 Q1	$880K	Buy	23,137 +77	+0.3%	+$3.45K	0.07%	269
2019 Q4	$1.09M	Buy	23,060 +354	+2%	+$16.5K	0.08%	242
2019 Q3	$1.06M	Buy	+22,706	New	+$1.07M	0.09%	246
2017 Q1	–	Sell	-2,407	Closed	-$120K	–	338
2016 Q4	$120K	Buy	+2,407	New	+$118K	0.04%	245

Other funds holding EMHY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return