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

One 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
2023
Q1 		– Sell
-743
Closed -$18K – 319
2022
Q4 		$18K Buy
+743
New +$17.5K ﹤0.01% 549

Other funds holding EMLC

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

One Wealth Advisors's EMLC Position: Q1 2023 in Review

One Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2023, closing a stake of 743 shares — an estimated $18K sold.

One Wealth Advisors first reported a position in EMLC in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 231 funds tracked by Wall St. Rank hold EMLC as of Q1 2023.

  • One Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 743 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2023, an estimated $18K.
  • One Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $18K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.