Ahrens Investment Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$341K	Buy	+13,500	New	+$335K	0.17%	99
2021 Q2	–	Sell	-36,750	Closed	-$1.13M	–	244
2021 Q1	$1.13M	Buy	+36,750	New	+$1.18M	0.57%	47

Other funds holding EMLC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's EMLC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2023: 13,500 shares worth $341K. The stake represents 0.17% of the portfolio and ranks #99 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EMLC as recently as Q1 2021.

Ahrens Investment Partners first reported a position in EMLC in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2021. 230 funds tracked by Wall St. Rank hold EMLC as of Q1 2023.

Ahrens Investment Partners held 13,500 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $341K as of Q1 2023.
VanEck JP Morgan EM Local Currency Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
VanEck JP Morgan EM Local Currency Bond ETF made up 0.17% of Ahrens Investment Partners's portfolio in Q1 2023, its #99 holding.
Ahrens Investment Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2021 and has held it in 2 quarters since.
Ahrens Investment Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.13M in Q1 2021.
230 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.