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

NewEdge Wealth’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
2022 Q3	–	Sell	-11,648	Closed	-$285K	–	548
2022 Q2	$285K	Sell	11,648 -1,300	-10%	-$33K	0.01%	474
2022 Q1	$349K	Buy	12,948 +1,300	+11%	+$36.2K	0.02%	346
2021 Q4	$333K	Buy	+11,648	New	+$339K	0.01%	329
2021 Q3	–	Sell	-7,024	Closed	-$220K	–	290
2021 Q2	$220K	Sell	7,024 -570	-8%	-$17.9K	0.02%	264
2021 Q1	$233K	Sell	7,594 -8,220	-52%	-$264K	0.02%	274
2020 Q4	$526K	Buy	+15,814	New	+$506K	0.16%	112

Other funds holding EMLC

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

SEI Investments

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

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return