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

Oxler Private 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
Q4 		– Sell
-50
Closed -$4.9K – 158
2022
Q3 		$4.9K Buy
+50
New +$1.2K ﹤0.01% 403

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Oxler Private Wealth's EMLC Position: Q4 2022 in Review

Oxler Private Wealth sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022, closing a stake of 50 shares — an estimated $4.9K sold.

Oxler Private Wealth first reported a position in EMLC in Q3 2022 and held it in 1 quarter. The position peaked at $4.9K in Q3 2022. 227 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

  • Oxler Private Wealth reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 50 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $4.9K.
  • Oxler Private Wealth first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $4.9K in Q3 2022.
  • 227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.