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JFS Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-174
Closed -$5K – 1862
2021
Q4 		$5K Buy
+174
New +$5.07K ﹤0.01% 792
2018
Q1 		– Sell
-14
Closed -$1K – 537
2017
Q4 		$1K Buy
+14
New +$525 ﹤0.01% 504

Other funds holding EMLC

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

JFS Wealth Advisors's EMLC Position: Q1 2022 in Review

JFS Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2022, closing a stake of 174 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in EMLC in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 223 funds tracked by Wall St. Rank hold EMLC as of Q1 2022.

  • JFS Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 174 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2022, an estimated $5K.
  • JFS Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 2 quarters.
  • JFS Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.