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%	863
2022 Q1	$0	Hold	19	–	–	﹤0.01%	923
2021 Q4	$0	Hold	19	–	–	﹤0.01%	898
2021 Q3	$0	Hold	19	–	–	﹤0.01%	911
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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CSIA

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's EMLC Position: Q4 2023 in Review

SOA Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2023, closing a stake of 19 shares — an estimated $454 sold.

SOA Wealth Advisors first reported a position in EMLC in Q4 2020 and held it in 12 quarters. The position peaked at $6.19K in Q2 2023. 268 funds tracked by Wall St. Rank hold EMLC as of Q4 2023.

SOA Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 19 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2023, an estimated $454.
SOA Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6.19K in Q2 2023.
268 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.