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

Merriman 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
2021
Q4 		– Sell
-6,905
Closed -$207K – 216
2021
Q3 		$207K Sell
6,905
-75,000
-92% -$2.31M 0.02% 193
2021
Q2 		$2.57M Buy
81,905
+75,000
+1,086% +$2.36M 0.22% 65
2021
Q1 		$212K Sell
6,905
-315
-4% -$10.1K 0.02% 175
2020
Q4 		$241K Hold
7,220
– – 0.03% 188
2020
Q3 		$223K Buy
7,220
+100
+1% +$3.13K 0.03% 153
2020
Q2 		$219K Sell
7,120
-59,767
-89% -$1.78M 0.03% 151
2020
Q1 		$1.9M Buy
66,887
+27,438
+70% +$883K 0.41% 38
2019
Q4 		$1.34M Sell
39,449
-11,731
-23% -$393K 0.26% 70
2019
Q3 		$1.69M Sell
51,180
-74,293
-59% -$2.51M 0.34% 61
2019
Q2 		$43.4K Sell
125,473
-71,947
-36% -$2.4M 0.84% 36
2019
Q1 		$6.59M Buy
197,420
+63,698
+48% +$2.16M 1.25% 28
2018
Q4 		$4.49M Buy
133,722
+68,576
+105% +$2.24M 0.97% 20
2018
Q3 		$2.15M Buy
65,146
+610
+0.9% +$20.4K 0.46% 42
2018
Q2 		$2.2M Buy
64,536
+2,704
+4% +$98.2K 0.5% 41
2018
Q1 		$2.42M Sell
61,832
-42,126
-41% -$1.64M 0.64% 37
2017
Q4 		$3.95M Buy
103,958
+42,839
+70% +$1.61M 0.96% 25
2017
Q3 		$2.35M Buy
+61,119
New +$2.34M 0.56% 49
2017
Q2 		– Sell
-77,018
Closed -$2.85M – 123
2017
Q1 		$2.85M Buy
77,018
+10,425
+16% +$377K 0.69% 42
2016
Q4 		$2.34M Sell
66,593
-33,472
-33% -$1.21M 0.64% 41
2016
Q3 		$3.82M Buy
100,065
+14,315
+17% +$542K 0.79% 45
2016
Q2 		$3.24M Buy
85,750
+54,600
+175% +$2.01M 0.91% 33
2016
Q1 		$1.16M Buy
+31,150
New +$1.08M 1.08% 27
2013
Q4 		– Sell
-16,000
Closed -$778K – 91
2013
Q3 		$778K Buy
+16,000
New +$775K 0.41% 41

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
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
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Merriman Wealth Management's EMLC Position: Q4 2021 in Review

Merriman Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2021, closing a stake of 6,905 shares — an estimated $207K sold.

Merriman Wealth Management first reported a position in EMLC in Q3 2013 and held it in 23 quarters. The position peaked at $6.59M in Q1 2019. 226 funds tracked by Wall St. Rank hold EMLC as of Q4 2021.

  • Merriman Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 6,905 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $207K.
  • Merriman Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2013 and held it in 23 quarters.
  • Merriman Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6.59M in Q1 2019.
  • 226 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.