1834 Investment Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

1834 Investment Advisors’s Portfolio EMLC Stock Details EMLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-40	Closed	-$1K	–	277
2022 Q2	$1K	Buy	+40	New	+$1.01K	﹤0.01%	457
2020 Q1	–	Sell	-1,654	Closed	-$56K	–	415
2019 Q4	$56K	Sell	1,654 -176	-10%	-$5.9K	0.01%	267
2019 Q3	$60K	Buy	1,830 +176	+11%	+$5.96K	0.01%	264
2019 Q2	$57K	Buy	+1,654	New	+$55.3K	0.01%	273

Other funds holding EMLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

1834 Investment Advisors's EMLC Position: Q3 2022 in Review

1834 Investment Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in EMLC in Q2 2019 and held it in 4 quarters. The position peaked at $60K in Q3 2019. 194 funds tracked by Wall St. Rank hold EMLC as of Q3 2022.

1834 Investment Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 40 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2022, an estimated $1K.
1834 Investment Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2019 and held it in 4 quarters.
1834 Investment Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $60K in Q3 2019.
194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.