United Capital Financial Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-24,018	Closed	-$918K	–	1107
2025 Q1	$918K	Buy	24,018 +14,487	+152%	+$558K	0.01%	585
2024 Q4	$362K	Buy	+9,531	New	+$368K	﹤0.01%	827
2024 Q3	–	Sell	-13,032	Closed	-$483K	–	1075
2024 Q2	$483K	Sell	13,032 -876	-6%	-$32.6K	﹤0.01%	719
2024 Q1	$521K	Sell	13,908 -474	-3%	-$17.3K	﹤0.01%	729
2023 Q4	$523K	Buy	+14,382	New	+$498K	﹤0.01%	711
2019 Q3	–	Sell	-55,434	Closed	-$2.65M	–	1365
2019 Q2	$2.65M	Buy	55,434 +159	+0.3%	+$7.4K	0.02%	545
2019 Q1	$2.59M	Sell	55,275 -1,360	-2%	-$63K	0.02%	537
2018 Q4	$2.51M	Buy	56,635 +19,043	+51%	+$860K	0.02%	509
2018 Q3	$1.73M	Buy	+37,592	New	+$1.72M	0.01%	642
2017 Q3	–	Sell	-1,527	Closed	-$1.39M	–	1317
2017 Q2	$1.39M	Buy	+1,527	New	+$77K	0.01%	672

Other funds holding EMHY

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

SIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

United Capital Financial Advisors's EMHY Position: Q2 2025 in Review

United Capital Financial Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2025, closing a stake of 24,018 shares — an estimated $918K sold.

United Capital Financial Advisors first reported a position in EMHY in Q2 2017 and held it in 10 quarters. The position peaked at $2.65M in Q2 2019. 95 funds tracked by Wall St. Rank hold EMHY as of Q2 2025.

United Capital Financial Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
United Capital Financial Advisors sold 24,018 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2025, an estimated $918K.
United Capital Financial Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2017 and held it in 10 quarters.
United Capital Financial Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $2.65M in Q2 2019.
95 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.