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Retirement Financial Solutions’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Retirement Financial Solutions’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
-73
Closed -$1.77K – 81
2022
Q4 		$1.77K Buy
+73
New +$1.72K ﹤0.01% 221

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 22.96% 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

Retirement Financial Solutions's EMLC Position: Q1 2023 in Review

Retirement Financial Solutions sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2023, closing a stake of 73 shares — an estimated $1.77K sold.

Retirement Financial Solutions first reported a position in EMLC in Q4 2022 and held it in 1 quarter. The position peaked at $1.77K in Q4 2022. 231 funds tracked by Wall St. Rank hold EMLC as of Q1 2023.

  • Retirement Financial Solutions reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 73 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2023, an estimated $1.77K.
  • Retirement Financial Solutions first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.77K 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 Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.