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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return