Liberty Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Liberty Wealth Management’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 Q2	–	Sell	-11,301	Closed	-$283K	–	203
2023 Q1	$283K	Buy	+11,301	New	+$281K	0.06%	182
2022 Q1	–	Sell	-1,148	Closed	-$32.8M	–	165
2021 Q4	$32.8M	Sell	1,148 -1,548	-57%	-$45.1K	1.42%	14
2021 Q3	$81K	Buy	+2,696	New	+$83K	0.03%	328
2020 Q1	–	Sell	-140	Closed	-$5K	–	908
2019 Q4	$5K	Buy	+140	New	+$4.69K	﹤0.01%	661

Other funds holding EMLC

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

FCBT

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

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

Liberty Wealth Management's EMLC Position: Q2 2023 in Review

Liberty Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2023, closing a stake of 11,301 shares — an estimated $283K sold.

Liberty Wealth Management first reported a position in EMLC in Q4 2019 and held it in 4 quarters. The position peaked at $32.8M in Q4 2021. 241 funds tracked by Wall St. Rank hold EMLC as of Q2 2023.

Liberty Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 11,301 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2023, an estimated $283K.
Liberty Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 4 quarters.
Liberty Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $32.8M in Q4 2021.
241 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.