EMHY β€” ISHARES INC

Ownership history in Transform Wealth, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ISHARES INC (EMHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2024 Q4)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2024 Q4
⏱ Quarters held
1
% of Fund (quarterly)    EMHY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 36,042 β€” β€” 0.08% $1.4M $35.13

🏒 Other funds also holding EMHY

As of 2025 Q4 β€” sorted by position size

Sound Income Strategies, LLC 3Y 7Y 1.93% Rareview Capital LLC 1.67% Horizon Wealth Management, LLC 3Y 1.62% Mount Lucas Management LP 3Y 7Y 1.14% FOCUS Wealth Advisors, LLC 3Y 1.0% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.56% Hyundai Investments Co., Ltd. 3Y 0.55% AlphaCentric Advisors LLC 3Y 0.42% Optivise Advisory Services LLC 0.41% Ariadne Wealth Management, LP 0.25%
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