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

Marshall Wace’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 Q2	–	Sell	-166,502	Closed	-$5.87M	–	2591
2023 Q1	$5.87M	Sell	166,502 -271,042	-62%	-$9.64M	0.01%	914
2022 Q4	$15.3M	Buy	+437,544	New	+$14.8M	0.03%	582
2022 Q3	–	Sell	-231,374	Closed	-$7.97M	–	3448
2022 Q2	$7.97M	Sell	231,374 -84,726	-27%	-$3.14M	0.02%	1041
2022 Q1	$12.6M	Buy	316,100 +63,293	+25%	+$2.57M	0.02%	722
2021 Q4	$10.9M	Buy	+252,807	New	+$11M	0.02%	809

Other funds holding EMHY

SIS

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

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

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

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

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

KOC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace's EMHY Position: Q2 2023 in Review

Marshall Wace sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 166,502 shares — an estimated $5.87M sold.

Marshall Wace first reported a position in EMHY in Q4 2021 and held it in 5 quarters. The position peaked at $15.3M in Q4 2022. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

Marshall Wace reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 166,502 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $5.87M.
Marshall Wace first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2021 and held it in 5 quarters.
Marshall Wace's iShares JPMorgan EM High Yield Bond ETF position peaked at $15.3M in Q4 2022.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.