BSW
EMLC icon

Buckingham Strategic Wealth’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Buckingham Strategic Wealth’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
-8,819
Closed -$264K – 612
2021
Q3 		$264K Sell
8,819
-4,579
-34% -$141K 0.01% 491
2021
Q2 		$420K Sell
13,398
-802
-6% -$25.3K 0.01% 400
2021
Q1 		$436K Buy
+14,200
New +$456K 0.02% 354

Other funds holding EMLC

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Buckingham Strategic Wealth's EMLC Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2021, closing a stake of 8,819 shares — an estimated $264K sold.

Buckingham Strategic Wealth first reported a position in EMLC in Q1 2021 and held it in 3 quarters. The position peaked at $436K in Q1 2021. 224 funds tracked by Wall St. Rank hold EMLC as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 8,819 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $264K.
  • Buckingham Strategic Wealth first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2021 and held it in 3 quarters.
  • Buckingham Strategic Wealth's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $436K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.