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

ViaWealth’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
2024 Q4	–	Sell	-5,440	Closed	-$212K	–	149
2024 Q3	$212K	Sell	5,440 -1,412	-21%	-$53.5K	0.12%	145
2024 Q2	$254K	Buy	6,852 +104	+2%	+$3.87K	0.16%	140
2024 Q1	$253K	Sell	6,748 -3,662	-35%	-$134K	0.16%	141
2023 Q4	$378K	Sell	10,410 -1,543	-13%	-$53.4K	0.26%	117
2023 Q3	$407K	Buy	11,953 +63	+0.5%	+$2.19K	0.3%	109
2023 Q2	$418K	Buy	11,890 +62	+0.5%	+$2.14K	0.31%	106
2023 Q1	$417K	Sell	11,828 -1,971	-14%	-$70.1K	0.33%	104
2022 Q4	$496K	Buy	+13,799	New	+$466K	0.41%	86

Other funds holding EMHY

SIS

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

ViaWealth's EMHY Position: Q4 2024 in Review

ViaWealth sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2024, closing a stake of 5,440 shares — an estimated $212K sold.

ViaWealth first reported a position in EMHY in Q4 2022 and held it in 8 quarters. The position peaked at $496K in Q4 2022. 111 funds tracked by Wall St. Rank hold EMHY as of Q4 2024.

ViaWealth reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
ViaWealth sold 5,440 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2024, an estimated $212K.
ViaWealth first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2022 and held it in 8 quarters.
ViaWealth's iShares JPMorgan EM High Yield Bond ETF position peaked at $496K in Q4 2022.
111 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2024.

Based on ViaWealth's 13F filing for Q4 2024, filed 11 Feb 2025.