Transform Wealth’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Transform Wealth’s Portfolio HYEM Stock Details HYEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,306	Closed	-$212K	–	211
2020 Q3	$212K	Sell	9,306 -432	-4%	-$9.89K	0.03%	202
2020 Q2	$217K	Buy	+9,738	New	+$205K	0.04%	206
2019 Q3	–	Sell	-11,460	Closed	-$274K	–	227
2019 Q2	$274K	Buy	+11,460	New	+$268K	0.04%	213

Other funds holding HYEM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIS

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

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

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Transform Wealth's HYEM Position: Q4 2020 in Review

Transform Wealth sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q4 2020, closing a stake of 9,306 shares — an estimated $212K sold.

Transform Wealth first reported a position in HYEM in Q2 2019 and held it in 3 quarters. The position peaked at $274K in Q2 2019. 74 funds tracked by Wall St. Rank hold HYEM as of Q4 2020.

Transform Wealth reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
Transform Wealth sold 9,306 VanEck Emerging Markets High Yield Bond ETF shares in Q4 2020, an estimated $212K.
Transform Wealth first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q2 2019 and held it in 3 quarters.
Transform Wealth's VanEck Emerging Markets High Yield Bond ETF position peaked at $274K in Q2 2019.
74 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.