Avior Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-802	Closed	-$18.6K	–	1208
2024 Q4	$18.6K	Buy	802 +703	+710%	+$16.9K	﹤0.01%	1431
2024 Q3	$2.51K	Sell	99 -311	-76%	-$7.65K	﹤0.01%	1945
2024 Q2	$9.75K	Hold	410	–	–	﹤0.01%	1522
2024 Q1	$10K	Buy	410 +318	+346%	+$7.9K	﹤0.01%	1867
2023 Q4	$2.33K	Hold	92	–	–	﹤0.01%	1284
2023 Q3	$2.2K	Buy	+92	New	+$2.31K	﹤0.01%	1375
2021 Q1	–	Sell	-348	Closed	-$11K	–	1039
2020 Q4	$11K	Buy	+348	New	+$11.1K	﹤0.01%	697
2020 Q1	–	Sell	-21	Closed	–	–	808
2019 Q4	$0	Buy	+21	New	+$703	﹤0.01%	808

Other funds holding EMLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's EMLC Position: Q1 2025 in Review

Avior Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2025, closing a stake of 802 shares — an estimated $18.6K sold.

Avior Wealth Management first reported a position in EMLC in Q4 2019 and held it in 8 quarters. The position peaked at $18.6K in Q4 2024. 244 funds tracked by Wall St. Rank hold EMLC as of Q1 2025.

Avior Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 802 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $18.6K.
Avior Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 8 quarters.
Avior Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $18.6K in Q4 2024.
244 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.