Creative Financial Designs’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-291	Closed	-$7K	–	1314
2022 Q3	$7K	Buy	+291	New	+$6.97K	﹤0.01%	958
2022 Q2	–	Sell	-4	Closed	–	–	1264
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1265
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1269
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1405
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1411
2021 Q1	$0	Buy	+4	New	+$128	﹤0.01%	1318
2017 Q4	–	Sell	-176	Closed	-$7K	–	718
2017 Q3	$7K	Buy	176 +2	+1%	+$77	﹤0.01%	453
2017 Q2	$7K	Buy	+174	New	+$6.52K	﹤0.01%	461

Other funds holding EMLC

CSIA

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

PCA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIS

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

WAMC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Financial Designs's EMLC Position: Q4 2022 in Review

Creative Financial Designs sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022, closing a stake of 291 shares — an estimated $7K sold.

Creative Financial Designs first reported a position in EMLC in Q2 2017 and held it in 8 quarters. The position peaked at $7K in Q3 2022. 227 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

Creative Financial Designs reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 291 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $7K.
Creative Financial Designs first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2017 and held it in 8 quarters.
Creative Financial Designs's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $7K in Q3 2022.
227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.