HR
EMLC icon

Howe & Rusling’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Howe & Rusling’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
2021
Q4 		– Sell
-340
Closed -$10K – 1014
2021
Q3 		$10K Buy
+340
New +$10.5K ﹤0.01% 511
2019
Q4 		– Sell
-106
Closed -$3K – 836
2019
Q3 		$3K Buy
+106
New +$3.59K ﹤0.01% 624
2017
Q3 		– Sell
-894
Closed -$34K – 903
2017
Q2 		$34K Buy
+894
New +$33.5K 0.01% 313

Other funds holding EMLC

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howe & Rusling's EMLC Position: Q4 2021 in Review

Howe & Rusling sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2021, closing a stake of 340 shares — an estimated $10K sold.

Howe & Rusling first reported a position in EMLC in Q2 2017 and held it in 3 quarters. The position peaked at $34K in Q2 2017. 224 funds tracked by Wall St. Rank hold EMLC as of Q4 2021.

  • Howe & Rusling reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Howe & Rusling sold 340 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $10K.
  • Howe & Rusling first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2017 and held it in 3 quarters.
  • Howe & Rusling's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $34K in Q2 2017.
  • 224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.