Glassman Wealth Services’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-246	Closed	-$6.21K	–	1936
2023 Q1	$6.21K	Buy	+246	New	+$6.11K	﹤0.01%	943
2021 Q4	–	Sell	-7	Closed	–	–	1703
2021 Q3	$0	Buy	+7	New	+$216	﹤0.01%	1648
2016 Q4	–	Sell	-111	Closed	-$4K	–	638
2016 Q3	$4K	Buy	+111	New	+$4.2K	﹤0.01%	372

Other funds holding EMLC

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CSIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCBT

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

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

Glassman Wealth Services's EMLC Position: Q2 2023 in Review

Glassman Wealth Services sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2023, closing a stake of 246 shares — an estimated $6.21K sold.

Glassman Wealth Services first reported a position in EMLC in Q3 2016 and held it in 3 quarters. The position peaked at $6.21K in Q1 2023. 241 funds tracked by Wall St. Rank hold EMLC as of Q2 2023.

Glassman Wealth Services reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 246 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2023, an estimated $6.21K.
Glassman Wealth Services first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2016 and held it in 3 quarters.
Glassman Wealth Services's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6.21K in Q1 2023.
241 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.