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Householder Group Estate & Retirement Specialist’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-421
Closed -$9K – 525
2022
Q3 		$9K Buy
+421
New +$10.1K ﹤0.01% 741

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 $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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 $116B AUM 26.37% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EMLC Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022, closing a stake of 421 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in EMLC in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 226 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 421 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $9K in Q3 2022.
  • 226 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.