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Money Design’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Money Design’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
2024
Q1 		– Sell
-98,716
Closed -$2.5M – 77
2023
Q4 		$2.5M Buy
+98,716
New +$2.41M 0.14% 70
2022
Q3 		– Sell
-26,667
Closed -$653K – 86
2022
Q2 		$653K Sell
26,667
-43,530
-62% -$1.1M 0.05% 77
2022
Q1 		$1.9M Buy
70,197
+287
+0.4% +$8K 0.13% 71
2021
Q4 		$2M Buy
69,910
+3,251
+5% +$94.7K 0.14% 70
2021
Q3 		$2M Sell
66,659
-20,911
-24% -$644K 0.17% 49
2021
Q2 		$2.75M Hold
87,570
– – 0.28% 42
2021
Q1 		$2.69M Buy
+87,570
New +$2.81M 0.31% 40
2020
Q4 		– Sell
-42,549
Closed -$1.31M – 50
2020
Q3 		$1.31M Sell
42,549
-21,403
-33% -$669K 0.16% 44
2020
Q2 		$1.97M Sell
63,952
-1,872
-3% -$55.6K 0.28% 46
2020
Q1 		$1.87M Sell
65,824
-21,746
-25% -$700K 0.33% 37
2019
Q4 		$2.97M Buy
87,570
+2,110
+2% +$70.7K 0.53% 36
2019
Q3 		$2.82M Sell
85,460
-45,146
-35% -$1.53M 0.59% 31
2019
Q2 		$4.53M Buy
130,606
+10,631
+9% +$355K 1.08% 28
2019
Q1 		$4M Buy
119,975
+76,775
+178% +$2.61M 1.06% 28
2018
Q4 		$1.43M Buy
43,200
+1,422
+3% +$46.4K 0.45% 27
2018
Q3 		$1.38M Buy
41,778
+150
+0.4% +$5K 0.44% 26
2018
Q2 		$1.42M Buy
41,628
+2,981
+8% +$108K 0.52% 25
2018
Q1 		$1.51M Buy
+38,647
New +$1.5M 0.63% 23

Other funds holding EMLC

SEI Investments
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Design's EMLC Position: Q1 2024 in Review

Money Design sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2024, closing a stake of 98,716 shares — an estimated $2.5M sold.

Money Design first reported a position in EMLC in Q1 2018 and held it in 18 quarters. The position peaked at $4.53M in Q2 2019. 249 funds tracked by Wall St. Rank hold EMLC as of Q1 2024.

  • Money Design reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Money Design sold 98,716 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2024, an estimated $2.5M.
  • Money Design first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2018 and held it in 18 quarters.
  • Money Design's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $4.53M in Q2 2019.
  • 249 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2024.

Based on Money Design's 13F filing for Q1 2024, filed 26 Apr 2024.