Freedman Financial Associates’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-550	Closed	-$15K	–	118
2022 Q1	$15K	Hold	550	–	–	0.01%	320
2021 Q4	$16K	Hold	550	–	–	0.01%	306
2021 Q3	$16K	Hold	550	–	–	0.01%	311
2021 Q2	$17K	Hold	550	–	–	0.01%	304
2021 Q1	$17K	Hold	550	–	–	0.01%	307
2020 Q4	$18K	Buy	+550	New	+$17.6K	0.02%	297

Other funds holding EMLC

CSIA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PCA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Freedman Financial Associates's EMLC Position: Q2 2022 in Review

Freedman Financial Associates sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2022, closing a stake of 550 shares — an estimated $15K sold.

Freedman Financial Associates first reported a position in EMLC in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2020. 227 funds tracked by Wall St. Rank hold EMLC as of Q2 2022.

Freedman Financial Associates reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 550 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2022, an estimated $15K.
Freedman Financial Associates first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $18K in Q4 2020.
227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.