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Meridian Wealth Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-2,078
Closed -$64K – 443
2021
Q1 		$64K Buy
2,078
+176
+9% +$5.65K 0.02% 137
2020
Q4 		$63K Sell
1,902
-1,567
-45% -$50.1K 0.03% 125
2020
Q3 		$107K Sell
3,469
-965
-22% -$30.2K 0.05% 86
2020
Q2 		$136K Sell
4,434
-130
-3% -$3.86K 0.07% 76
2020
Q1 		$130K Sell
4,564
-791
-15% -$25.5K 0.08% 72
2019
Q4 		$182K Buy
+5,355
New +$179K 0.11% 65

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 $108B AUM 26.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return