Concord Wealth Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Concord Wealth Partners’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
2022 Q3	–	Sell	-55	Closed	-$1K	–	437
2022 Q2	$1K	Hold	55	–	–	﹤0.01%	1122
2022 Q1	$1K	Sell	55 -15	-21%	-$418	﹤0.01%	1191
2021 Q4	$2K	Hold	70	–	–	﹤0.01%	1120
2021 Q3	$2K	Hold	70	–	–	﹤0.01%	747
2021 Q2	$2K	Buy	70 +29	+71%	+$913	﹤0.01%	882
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	904
2020 Q4	$1K	Buy	+41	New	+$1.31K	﹤0.01%	615

Other funds holding EMLC

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

SEI Investments

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

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

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

Royal Bank of Canada

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

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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