MD Financial Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

MD Financial 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
2021 Q4	$9.74M	Buy	226,131 +11,901	+6%	+$516K	0.23%	54
2021 Q3	$9.5M	Buy	214,230 +11,067	+5%	+$501K	0.24%	55
2021 Q2	$9.56M	Buy	203,163 +12,877	+7%	+$585K	0.27%	54
2021 Q1	$8.95M	Sell	190,286 -39,822	-17%	-$1.81M	0.26%	54
2020 Q4	$10.7M	Buy	230,108 +5,618	+3%	+$252K	0.34%	42
2020 Q3	$9.8M	Buy	224,490 +53,829	+32%	+$2.38M	0.4%	40
2020 Q2	$7.34M	Sell	170,661 -14,744	-8%	-$599K	0.4%	37
2020 Q1	$7.05M	Buy	185,405 +35,970	+24%	+$1.61M	0.44%	40
2019 Q4	$7.07M	Sell	149,435 -17,258	-10%	-$805K	0.36%	39
2019 Q3	$7.75M	Buy	166,693 +19,047	+13%	+$896K	0.41%	39
2019 Q2	$7.06M	Sell	147,646 -57,586	-28%	-$2.68M	0.34%	43
2019 Q1	$9.6M	Sell	205,232 -3,246	-2%	-$150K	0.44%	32
2018 Q4	$9.25M	Sell	208,478 -9,421	-4%	-$425K	0.46%	32
2018 Q3	$10.1M	Sell	217,899 -201,930	-48%	-$9.25M	0.46%	32
2018 Q2	$19.3M	Buy	419,829 +85,344	+26%	+$4.04M	0.89%	29
2018 Q1	$16.4M	Sell	334,485 -25,797	-7%	-$1.27M	0.79%	31
2017 Q4	$18M	Buy	+360,282	New	+$18.1M	0.88%	30

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 22.9% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

LSPW

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

MD Financial Management's EMHY Position: Q4 2021 in Review

MD Financial Management increased its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 5.6% in Q4 2021, buying an estimated $516K and bringing the position to 226,131 shares worth $9.74M. The position accounts for 0.23% of the portfolio, ranked #54.

MD Financial Management first reported a position in EMHY in Q4 2017 and has held it in 17 quarters since. The position peaked at $19.3M in Q2 2018. 82 funds tracked by Wall St. Rank hold EMHY as of Q4 2021.

MD Financial Management held 226,131 shares of iShares JPMorgan EM High Yield Bond ETF worth $9.74M as of Q4 2021.
MD Financial Management bought 11,901 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2021, an estimated $516K.
iShares JPMorgan EM High Yield Bond ETF made up 0.23% of MD Financial Management's portfolio in Q4 2021, its #54 holding.
MD Financial Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2017 and has held it in 17 quarters since.
MD Financial Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $19.3M in Q2 2018.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.