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

SOA 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
Q4 		– Sell
-19
Closed -$454 – 915
2023
Q3 		$454 Sell
19
-223
-92% -$5.59K ﹤0.01% 828
2023
Q2 		$6.19K Hold
242
– – ﹤0.01% 589
2023
Q1 		$6.11K Hold
242
– – ﹤0.01% 591
2022
Q4 		$5.86K Hold
242
– – ﹤0.01% 599
2022
Q3 		$5K Buy
242
+223
+1,174% +$5.34K ﹤0.01% 600
2022
Q2 		$0 Hold
19
– – ﹤0.01% 864
2022
Q1 		$0 Hold
19
– – ﹤0.01% 924
2021
Q4 		$0 Hold
19
– – ﹤0.01% 898
2021
Q3 		$0 Hold
19
– – ﹤0.01% 912
2021
Q2 		$0 Hold
19
– – ﹤0.01% 885
2021
Q1 		$0 Sell
19
-4
-17% -$128 ﹤0.01% 833
2020
Q4 		$0 Buy
+23
New +$736 ﹤0.01% 812

Other funds holding EMLC

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return