Eschler Asset Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Eschler Asset Management’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
2023 Q4	–	Sell	-7,930	Closed	-$270K	–	78
2023 Q3	$270K	Buy	+7,930	New	+$276K	0.32%	60
2023 Q2	–	Sell	-12,007	Closed	-$423K	–	54
2023 Q1	$423K	Buy	+12,007	New	+$427K	0.33%	45
2022 Q4	–	Sell	-9,178	Closed	-$298K	–	58
2022 Q3	$298K	Buy	+9,178	New	+$315K	0.66%	32

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Eschler Asset Management's EMHY Position: Q4 2023 in Review

Eschler Asset Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2023, closing a stake of 7,930 shares — an estimated $270K sold.

Eschler Asset Management first reported a position in EMHY in Q3 2022 and held it in 3 quarters. The position peaked at $423K in Q1 2023. 81 funds tracked by Wall St. Rank hold EMHY as of Q4 2023.

Eschler Asset Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Eschler Asset Management sold 7,930 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2023, an estimated $270K.
Eschler Asset Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2022 and held it in 3 quarters.
Eschler Asset Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $423K in Q1 2023.
81 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2023.

Based on Eschler Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.