Stifel Financial
EMHY icon

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

Stifel Financial’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
Q4 		– Sell
-8,607
Closed -$279K – 3316
2022
Q3 		$279K Sell
8,607
-5,151
-37% -$177K ﹤0.01% 2759
2022
Q2 		$474K Buy
13,758
+1,100
+9% +$40.8K ﹤0.01% 2492
2022
Q1 		$504K Buy
12,658
+74
+0.6% +$3K ﹤0.01% 2582
2021
Q4 		$542K Sell
12,584
-143
-1% -$6.2K ﹤0.01% 2545
2021
Q3 		$565K Buy
12,727
+45
+0.4% +$2.04K ﹤0.01% 2511
2021
Q2 		$580K Buy
12,682
+498
+4% +$22.6K ﹤0.01% 2498
2021
Q1 		$542K Buy
12,184
+1,977
+19% +$89.7K ﹤0.01% 2434
2020
Q4 		$473K Sell
10,207
-286
-3% -$12.8K ﹤0.01% 2353
2020
Q3 		$458K Sell
10,493
-13,183
-56% -$582K ﹤0.01% 2140
2020
Q2 		$1.02M Buy
23,676
+14,800
+167% +$601K ﹤0.01% 1544
2020
Q1 		$340K Buy
8,876
+2,401
+37% +$108K ﹤0.01% 2102
2019
Q4 		$307K Sell
6,475
-49,919
-89% -$2.33M ﹤0.01% 2524
2019
Q3 		$2.61M Sell
56,394
-3,475
-6% -$163K 0.01% 1148
2019
Q2 		$2.85M Sell
59,869
-6,069
-9% -$283K 0.01% 1125
2019
Q1 		$3.07M Buy
65,938
+6,762
+11% +$313K 0.01% 1020
2018
Q4 		$2.62M Buy
59,176
+4,783
+9% +$216K 0.01% 1028
2018
Q3 		$2.5M Buy
54,393
+43,451
+397% +$1.99M 0.01% 1144
2018
Q2 		$498K Sell
10,942
-5,882
-35% -$278K ﹤0.01% 2034
2018
Q1 		$819K Sell
16,824
-1,404
-8% -$69.4K ﹤0.01% 1695
2017
Q4 		$899K Sell
18,228
-274
-1% -$13.8K ﹤0.01% 1582
2017
Q3 		$942K Buy
18,502
+4,225
+30% +$213K ﹤0.01% 1518
2017
Q2 		$715K Buy
14,277
+4,485
+46% +$226K ﹤0.01% 1661
2017
Q1 		$486K Sell
9,792
-1,200
-11% -$59.6K ﹤0.01% 1833
2016
Q4 		$537K Buy
+10,992
New +$540K ﹤0.01% 1737
2016
Q1 		– Sell
-9,790
Closed -$441K – 2275
2015
Q4 		$441K Sell
9,790
-5,508
-36% -$254K ﹤0.01% 1733
2015
Q3 		$691K Sell
15,298
-33,540
-69% -$1.57M ﹤0.01% 1380
2015
Q2 		$2.34M Buy
+48,838
New +$2.38M 0.01% 917

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's EMHY Position: Q4 2022 in Review

Stifel Financial sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2022, closing a stake of 8,607 shares — an estimated $279K sold.

Stifel Financial first reported a position in EMHY in Q2 2015 and held it in 27 quarters. The position peaked at $3.07M in Q1 2019. 73 funds tracked by Wall St. Rank hold EMHY as of Q4 2022.

  • Stifel Financial reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 8,607 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2022, an estimated $279K.
  • Stifel Financial first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2015 and held it in 27 quarters.
  • Stifel Financial's iShares JPMorgan EM High Yield Bond ETF position peaked at $3.07M in Q1 2019.
  • 73 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.