Hobart Private Capital’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Hobart Private Capital’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
2021 Q4	–	Sell	-4,672	Closed	-$207K	–	64
2021 Q3	$207K	Sell	4,672 -1,181	-20%	-$53.5K	0.08%	90
2021 Q2	$268K	Buy	+5,853	New	+$266K	0.11%	109

Other funds holding EMHY

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

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

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

SIS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Hobart Private Capital's EMHY Position: Q4 2021 in Review

Hobart Private Capital sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2021, closing a stake of 4,672 shares — an estimated $207K sold.

Hobart Private Capital first reported a position in EMHY in Q2 2021 and held it in 2 quarters. The position peaked at $268K in Q2 2021. 82 funds tracked by Wall St. Rank hold EMHY as of Q4 2021.

Hobart Private Capital reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Hobart Private Capital sold 4,672 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2021, an estimated $207K.
Hobart Private Capital first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2021 and held it in 2 quarters.
Hobart Private Capital's iShares JPMorgan EM High Yield Bond ETF position peaked at $268K in Q2 2021.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2021.

Based on Hobart Private Capital's 13F filing for Q4 2021, filed 11 Mar 2024.