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Moser Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Moser Wealth Advisors’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
2020
Q4 		– Sell
-300
Closed -$9K – 122
2020
Q3 		$9K Hold
300
– – 0.01% 106
2020
Q2 		$9K Hold
300
– – 0.01% 103
2020
Q1 		$9K Sell
300
-7,574
-96% -$244K 0.01% 109
2019
Q4 		$268K Buy
+7,874
New +$264K 0.26% 50

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 $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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moser Wealth Advisors's EMLC Position: Q4 2020 in Review

Moser Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2020, closing a stake of 300 shares — an estimated $9K sold.

Moser Wealth Advisors first reported a position in EMLC in Q4 2019 and held it in 4 quarters. The position peaked at $268K in Q4 2019. 223 funds tracked by Wall St. Rank hold EMLC as of Q4 2020.

  • Moser Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 300 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2020, an estimated $9K.
  • Moser Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 4 quarters.
  • Moser Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $268K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2020.

Based on Moser Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.