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

TrinityPoint 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
2024 Q4	$200K	Buy	10,268 +224	+2%	+$4.4K	0.03%	325
2024 Q3	$200K	Buy	+10,044	New	+$195K	0.03%	320
2022 Q3	–	Sell	-28,340	Closed	-$504K	–	286
2022 Q2	$504K	Sell	28,340 -7,944	-22%	-$151K	0.11%	154
2022 Q1	$731K	Buy	36,284 +7,570	+26%	+$158K	0.13%	139
2021 Q4	$643K	Buy	28,714 +4,800	+20%	+$108K	0.11%	151
2021 Q3	$555K	Buy	23,914 +7,407	+45%	+$175K	0.11%	160
2021 Q2	$394K	Buy	+16,507	New	+$392K	0.08%	194

Other funds holding HYEM

SIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

TrinityPoint Wealth's HYEM Position: Q4 2024 in Review

TrinityPoint Wealth increased its VanEck Emerging Markets High Yield Bond ETF (HYEM) stake by 2.2% in Q4 2024, buying an estimated $4.4K and bringing the position to 10,268 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #325.

TrinityPoint Wealth first reported a position in HYEM in Q2 2021 and has held it in 7 quarters since. The position peaked at $731K in Q1 2022. 83 funds tracked by Wall St. Rank hold HYEM as of Q4 2024.

TrinityPoint Wealth held 10,268 shares of VanEck Emerging Markets High Yield Bond ETF worth $200K as of Q4 2024.
TrinityPoint Wealth bought 224 VanEck Emerging Markets High Yield Bond ETF shares in Q4 2024, an estimated $4.4K.
VanEck Emerging Markets High Yield Bond ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #325 holding.
TrinityPoint Wealth first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q2 2021 and has held it in 7 quarters since.
TrinityPoint Wealth's VanEck Emerging Markets High Yield Bond ETF position peaked at $731K in Q1 2022.
83 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.