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Foundations Investment Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Foundations Investment 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
2022
Q3 		– Sell
-10,974
Closed -$260K – 410
2022
Q2 		$260K Buy
+10,974
New +$278K 0.01% 325

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Royal Bank of Canada
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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Foundations Investment Advisors's EMLC Position: Q3 2022 in Review

Foundations Investment Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2022, closing a stake of 10,974 shares — an estimated $260K sold.

Foundations Investment Advisors first reported a position in EMLC in Q2 2022 and held it in 1 quarter. The position peaked at $260K in Q2 2022. 194 funds tracked by Wall St. Rank hold EMLC as of Q3 2022.

  • Foundations Investment Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,974 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2022, an estimated $260K.
  • Foundations Investment Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2022 and held it in 1 quarter.
  • Foundations Investment Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $260K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.