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	–	337
2016 Q4	$120K	Buy	+2,407	New	+$118K	0.04%	245

Other funds holding EMHY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MFM

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

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Sowell Financial Services's EMHY Position: Q4 2021 in Review

Sowell Financial Services sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2021, closing a stake of 25,237 shares — an estimated $1.12M sold.

Sowell Financial Services first reported a position in EMHY in Q4 2016 and held it in 10 quarters. The position peaked at $1.15M in Q2 2021. 82 funds tracked by Wall St. Rank hold EMHY as of Q4 2021.

Sowell Financial Services reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Sowell Financial Services sold 25,237 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2021, an estimated $1.12M.
Sowell Financial Services first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2016 and held it in 10 quarters.
Sowell Financial Services's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.15M in Q2 2021.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2021.

Based on Sowell Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.