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High Net Worth Advisory Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

High Net Worth Advisory Group’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
Q4 		– Sell
-68
Closed -$2K – 647
2022
Q3 		$2K Buy
+68
New +$1.63K ﹤0.01% 628

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

High Net Worth Advisory Group's EMLC Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022, closing a stake of 68 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in EMLC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 227 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 68 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $2K.
  • High Net Worth Advisory Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2K in Q3 2022.
  • 227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.