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Financial Synergies Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-120
Closed -$2.94K – 179
2024
Q1 		$2.94K Buy
+120
New +$2.98K ﹤0.01% 291
2023
Q4 		– Sell
-120
Closed -$2.87K – 487
2023
Q3 		$2.87K Hold
120
– – ﹤0.01% 285
2023
Q2 		$3.07K Buy
+120
New +$3.03K ﹤0.01% 277

Other funds holding EMLC

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Synergies Wealth Advisors's EMLC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2024, closing a stake of 120 shares — an estimated $2.94K sold.

Financial Synergies Wealth Advisors first reported a position in EMLC in Q2 2023 and held it in 3 quarters. The position peaked at $3.07K in Q2 2023. 228 funds tracked by Wall St. Rank hold EMLC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 120 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2024, an estimated $2.94K.
  • Financial Synergies Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $3.07K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.