LWM
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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 -$32.8K – 165
2021
Q4 		$32.8K 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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return