Freedom Wealth Alliance’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Freedom Wealth Alliance’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 Q3	–	Sell	-13,698	Closed	-$357K	–	52
2023 Q2	$357K	Sell	13,698 -321	-2%	-$8.1K	0.5%	32
2023 Q1	$354K	Buy	14,019 +192	+1%	+$4.77K	0.53%	31
2022 Q4	$335K	Buy	+13,827	New	+$325K	0.47%	33

Other funds holding EMLC

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

CSIA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Wealth Alliance's EMLC Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2023, closing a stake of 13,698 shares — an estimated $357K sold.

Freedom Wealth Alliance first reported a position in EMLC in Q4 2022 and held it in 3 quarters. The position peaked at $357K in Q2 2023. 239 funds tracked by Wall St. Rank hold EMLC as of Q3 2023.

Freedom Wealth Alliance reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 13,698 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2023, an estimated $357K.
Freedom Wealth Alliance first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2022 and held it in 3 quarters.
Freedom Wealth Alliance's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $357K in Q2 2023.
239 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.