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Focused Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Focused Wealth Management’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
-6
Closed -$145 – 1080
2022
Q4 		$145 Hold
6
– – ﹤0.01% 1034
2022
Q3 		$0 Hold
6
– – ﹤0.01% 979
2022
Q2 		$0 Sell
6
-45
-88% -$1.14K ﹤0.01% 972
2022
Q1 		$1K Buy
51
+1
+2% +$28 ﹤0.01% 870
2021
Q4 		$1K Hold
50
– – ﹤0.01% 875
2021
Q3 		$1K Sell
50
-7
-12% -$216 ﹤0.01% 880
2021
Q2 		$2K Hold
57
– – ﹤0.01% 809
2021
Q1 		$2K Buy
57
+1
+2% +$32 ﹤0.01% 796
2020
Q4 		$2K Buy
56
+48
+600% +$1.53K ﹤0.01% 728
2020
Q3 		$0 Buy
+8
New +$250 ﹤0.01% 803

Other funds holding EMLC

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return