HGWM
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Harvest Group Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Harvest Group Wealth 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
2023
Q1 		$5.08K Sell
201
-729
-78% -$18.1K ﹤0.01% 90
2022
Q4 		$22.5K Sell
930
-5
-0.5% -$117 0.01% 74
2022
Q3 		$21K Sell
935
-217
-19% -$5.2K 0.01% 78
2022
Q2 		$28K Sell
1,152
-116,851
-99% -$2.96M 0.02% 78
2022
Q1 		$3.19M Sell
118,003
-39,241
-25% -$1.09M 1.81% 21
2021
Q4 		$4.5M Sell
157,244
-8,651
-5% -$252K 2.52% 18
2021
Q3 		$4.97M Buy
+165,895
New +$5.11M 2.92% 17
2019
Q3 		– Sell
-190
Closed -$6K – 1045
2019
Q2 		$6K Buy
+190
New +$6.35K 0.01% 310

Other funds holding EMLC

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return