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Morningstar Investment Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Morningstar Investment 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
2022
Q1 		– Sell
-182,196
Closed -$7.85M – 45
2021
Q4 		$7.85M Hold
182,196
– – 1.19% 26
2021
Q3 		$8.09M Buy
+182,196
New +$8.25M 1.35% 23

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Morningstar Investment Management's EMHY Position: Q1 2022 in Review

Morningstar Investment Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2022, closing a stake of 182,196 shares — an estimated $7.85M sold.

Morningstar Investment Management first reported a position in EMHY in Q3 2021 and held it in 2 quarters. The position peaked at $8.09M in Q3 2021. 79 funds tracked by Wall St. Rank hold EMHY as of Q1 2022.

  • Morningstar Investment Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Morningstar Investment Management sold 182,196 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2022, an estimated $7.85M.
  • Morningstar Investment Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2021 and held it in 2 quarters.
  • Morningstar Investment Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $8.09M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2022.

Based on Morningstar Investment Management's 13F filing for Q1 2022, filed 10 May 2022.