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

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

Everhart Financial Group's EMLC Position: Q4 2022 in Review

Everhart Financial Group sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022, closing a stake of 9,279 shares — an estimated $212K sold.

Everhart Financial Group first reported a position in EMLC in Q4 2020 and held it in 5 quarters. The position peaked at $413K in Q2 2021. 227 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

Everhart Financial Group reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
Everhart Financial Group sold 9,279 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $212K.
Everhart Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2020 and held it in 5 quarters.
Everhart Financial Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $413K in Q2 2021.
227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on Everhart Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.