Colton Groome Financial Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Colton Groome Financial Advisors’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
2024 Q1	–	Sell	-8,897	Closed	-$226K	–	124
2023 Q4	$226K	Buy	+8,897	New	+$217K	0.1%	112
2021 Q3	–	Sell	-6,575	Closed	-$206K	–	103
2021 Q2	$206K	Buy	6,575 +53	+0.8%	+$1.67K	0.09%	99
2021 Q1	$200K	Sell	6,522 -1,296	-17%	-$41.6K	0.11%	68
2020 Q4	$260K	Sell	7,818 -2,750	-26%	-$88K	0.17%	54
2020 Q3	$326K	Sell	10,568 -2,110	-17%	-$66K	0.23%	46
2020 Q2	$390K	Sell	12,678 -176	-1%	-$5.23K	0.28%	42
2020 Q1	$366K	Sell	12,854 -646	-5%	-$20.8K	0.3%	42
2019 Q4	$459K	Sell	13,500 -702	-5%	-$23.5K	0.33%	46
2019 Q3	$475K	Buy	14,202 +10	+0.1%	+$338	0.35%	46
2019 Q2	$492K	Buy	+14,192	New	+$474K	0.39%	37

Other funds holding EMLC

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

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

VMPIC

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Colton Groome Financial Advisors's EMLC Position: Q1 2024 in Review

Colton Groome Financial Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2024, closing a stake of 8,897 shares — an estimated $226K sold.

Colton Groome Financial Advisors first reported a position in EMLC in Q2 2019 and held it in 10 quarters. The position peaked at $492K in Q2 2019. 249 funds tracked by Wall St. Rank hold EMLC as of Q1 2024.

Colton Groome Financial Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2024 after selling out during the quarter.
Colton Groome Financial Advisors sold 8,897 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2024, an estimated $226K.
Colton Groome Financial Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2019 and held it in 10 quarters.
Colton Groome Financial Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $492K in Q2 2019.
249 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.