My Legacy Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

My Legacy 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
2023 Q3	–	Sell	-8,333	Closed	-$217K	–	211
2023 Q2	$217K	Sell	8,333 -10,184	-55%	-$257K	0.09%	204
2023 Q1	$462K	Sell	18,517 -2,614	-12%	-$64.9K	0.2%	153
2022 Q4	$530K	Sell	21,131 -9,671	-31%	-$227K	0.23%	149
2022 Q3	$694K	Sell	30,802 -20,024	-39%	-$480K	0.35%	106
2022 Q2	$1.19M	Sell	50,826 -25,229	-33%	-$640K	0.6%	42
2022 Q1	$2.05M	Buy	+76,055	New	+$2.12M	0.95%	20

Other funds holding EMLC

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

My Legacy Advisors's EMLC Position: Q3 2023 in Review

My Legacy Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2023, closing a stake of 8,333 shares — an estimated $217K sold.

My Legacy Advisors first reported a position in EMLC in Q1 2022 and held it in 6 quarters. The position peaked at $2.05M in Q1 2022. 240 funds tracked by Wall St. Rank hold EMLC as of Q3 2023.

My Legacy Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2023 after selling out during the quarter.
My Legacy Advisors sold 8,333 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2023, an estimated $217K.
My Legacy Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2022 and held it in 6 quarters.
My Legacy Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2.05M in Q1 2022.
240 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.