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

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

SEI Investments

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

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

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

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

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

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return