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

BerganKDV 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
2021 Q4	–	Sell	-59	Closed	-$2K	–	1070
2021 Q3	$2K	Buy	+59	New	+$1.82K	﹤0.01%	871
2020 Q2	–	Sell	-24	Closed	-$1K	–	991
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	811
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	838
2019 Q3	$1K	Sell	24 -48	-67%	-$1.63K	﹤0.01%	655
2019 Q2	$2K	Hold	72	–	–	﹤0.01%	665
2019 Q1	$2K	Hold	72	–	–	﹤0.01%	659
2018 Q4	$2K	Buy	72 +23	+47%	+$751	﹤0.01%	610
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	581
2018 Q2	$2K	Buy	+49	New	+$1.78K	﹤0.01%	602

Other funds holding EMLC

PCA

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

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

CSIA

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

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

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

MIS

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

WAMC

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BerganKDV Wealth Management's EMLC Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2021, closing a stake of 59 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in EMLC in Q2 2018 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 224 funds tracked by Wall St. Rank hold EMLC as of Q4 2021.

BerganKDV Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 59 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $2K.
BerganKDV Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2018 and held it in 9 quarters.
BerganKDV Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2K in Q3 2021.
224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.