Everhart Financial Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Everhart Financial Group’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	-9,279	Closed	-$212K	–	204
2022 Q3	$212K	Buy	+9,279	New	+$222K	0.12%	176
2022 Q2	–	Sell	-9,700	Closed	-$262K	–	188
2022 Q1	$262K	Buy	+9,700	New	+$270K	0.15%	99
2021 Q3	–	Sell	-13,163	Closed	-$413K	–	104
2021 Q2	$413K	Buy	13,163 +6,127	+87%	+$193K	0.28%	63
2021 Q1	$216K	Sell	7,036 -9	-0.1%	-$289	0.19%	75
2020 Q4	$234K	Buy	+7,045	New	+$225K	0.22%	67

Other funds holding EMLC

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

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)

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