Legacy Bridge’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Legacy Bridge’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 Q3	–	Sell	-570	Closed	-$14.6K	–	290
2023 Q2	$14.6K	Hold	570	–	–	0.01%	243
2023 Q1	$14.4K	Hold	570	–	–	0.01%	246
2022 Q4	$13.8K	Hold	570	–	–	0.01%	252
2022 Q3	$13K	Hold	570	–	–	0.01%	232
2022 Q2	$14K	Hold	570	–	–	0.01%	232
2022 Q1	$15K	Hold	570	–	–	0.01%	247
2021 Q4	$16K	Hold	570	–	–	0.01%	252
2021 Q3	$17K	Hold	570	–	–	0.01%	239
2021 Q2	$18K	Hold	570	–	–	0.01%	242
2021 Q1	$17K	Hold	570	–	–	0.01%	241
2020 Q4	$19K	Hold	570	–	–	0.01%	226
2020 Q3	$18K	Hold	570	–	–	0.02%	217
2020 Q2	$18K	Hold	570	–	–	0.02%	221
2020 Q1	$16K	Hold	570	–	–	0.02%	217
2019 Q4	$19K	Hold	570	–	–	0.02%	229
2019 Q3	$19K	Hold	570	–	–	0.02%	220
2019 Q2	$20K	Hold	570	–	–	0.02%	220
2019 Q1	$19K	Hold	570	–	–	0.02%	223
2018 Q4	$19K	Buy	+570	New	+$18.6K	0.02%	187

Other funds holding EMLC

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Bridge's EMLC Position: Q3 2023 in Review

Legacy Bridge sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2023, closing a stake of 570 shares — an estimated $14.6K sold.

Legacy Bridge first reported a position in EMLC in Q4 2018 and held it in 19 quarters. The position peaked at $20K in Q2 2019. 240 funds tracked by Wall St. Rank hold EMLC as of Q3 2023.

Legacy Bridge reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2023 after selling out during the quarter.
Legacy Bridge sold 570 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2023, an estimated $14.6K.
Legacy Bridge first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and held it in 19 quarters.
Legacy Bridge's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $20K in Q2 2019.
240 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2023.

Based on Legacy Bridge's 13F filing for Q3 2023, filed 11 Oct 2023.