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

Transform 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
2025
Q1 		– Sell
-36,042
Closed -$1.37M – 253
2024
Q4 		$1.37M Buy
+36,042
New +$1.39M 0.08% 131

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Transform Wealth's EMHY Position: Q1 2025 in Review

Transform Wealth sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2025, closing a stake of 36,042 shares — an estimated $1.37M sold.

Transform Wealth first reported a position in EMHY in Q4 2024 and held it in 1 quarter. The position peaked at $1.37M in Q4 2024. 109 funds tracked by Wall St. Rank hold EMHY as of Q1 2025.

  • Transform Wealth reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 36,042 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2025, an estimated $1.37M.
  • Transform Wealth first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Transform Wealth's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.37M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.