Core Wealth Advisors (Florida)’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q1	–	Sell	-39	Closed	-$945	–	265
2022 Q4	$945	Hold	39	–	–	﹤0.01%	247
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	208
2022 Q2	$1K	Buy	+39	New	+$989	﹤0.01%	207

Other funds holding EMLC

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CSIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

MIS

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

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

Core Wealth Advisors (Florida)'s EMLC Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2023, closing a stake of 39 shares — an estimated $945 sold.

Core Wealth Advisors (Florida) first reported a position in EMLC in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 231 funds tracked by Wall St. Rank hold EMLC as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 39 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2023, an estimated $945.
Core Wealth Advisors (Florida) first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2022 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1K in Q3 2022.
231 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.