Freedom Investment Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Freedom Investment 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
2022 Q2	–	Sell	-52,889	Closed	-$1.43M	–	762
2022 Q1	$1.43M	Sell	52,889 -67,275	-56%	-$1.88M	0.13%	208
2021 Q4	$3.44M	Sell	120,164 -2,611	-2%	-$76K	0.25%	93
2021 Q3	$3.68M	Sell	122,775 -2,073	-2%	-$63.8K	0.28%	75
2021 Q2	$3.92M	Buy	124,848 +661	+0.5%	+$20.8K	0.29%	71
2021 Q1	$3.81M	Buy	+124,187	New	+$3.99M	0.3%	74
2018 Q2	–	Sell	-48,801	Closed	-$1.91M	–	996
2018 Q1	$1.91M	Buy	+48,801	New	+$1.9M	0.1%	182
2013 Q3	–	Sell	-39,531	Closed	-$1.92M	–	384
2013 Q2	$1.92M	Buy	+39,531	New	+$2.1M	0.65%	25

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 $113B AUM 34.64% 1-Year Est. Return

PCA

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Freedom Investment Management's EMLC Position: Q2 2022 in Review

Freedom Investment Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2022, closing a stake of 52,889 shares — an estimated $1.43M sold.

Freedom Investment Management first reported a position in EMLC in Q2 2013 and held it in 7 quarters. The position peaked at $3.92M in Q2 2021. 227 funds tracked by Wall St. Rank hold EMLC as of Q2 2022.

Freedom Investment Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2022 after selling out during the quarter.
Freedom Investment Management sold 52,889 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2022, an estimated $1.43M.
Freedom Investment Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2013 and held it in 7 quarters.
Freedom Investment Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $3.92M in Q2 2021.
227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.