SWRP
EMLC icon

Summit Wealth & Retirement Planning’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-10,890
Closed -$275K – 69
2023
Q1 		$275K Sell
10,890
-1,387
-11% -$34.4K 0.1% 89
2022
Q4 		$297K Hold
12,277
– – 0.12% 82
2022
Q3 		$280K Hold
12,277
– – 0.11% 88
2022
Q2 		$301K Sell
12,277
-852
-6% -$21.6K 0.12% 89
2022
Q1 		$354K Sell
13,129
-978
-7% -$27.3K 0.13% 81
2021
Q4 		$403K Sell
14,107
-44,513
-76% -$1.3M 0.14% 71
2021
Q3 		$1.76M Sell
58,620
-6,567
-10% -$202K 0.64% 31
2021
Q2 		$2.05M Sell
65,187
-2,591
-4% -$81.6K 0.76% 28
2021
Q1 		$2.08M Buy
67,778
+16,702
+33% +$536K 0.77% 28
2020
Q4 		$1.7M Sell
51,076
-22,419
-31% -$717K 0.64% 34
2020
Q3 		$2.27M Buy
73,495
+11,125
+18% +$348K 0.97% 26
2020
Q2 		$1.92M Buy
62,370
+3,991
+7% +$119K 0.9% 31
2020
Q1 		$1.66M Buy
58,379
+3,250
+6% +$105K 0.89% 31
2019
Q4 		$1.88M Buy
55,129
+5,651
+11% +$189K 0.83% 27
2019
Q3 		$1.63M Buy
49,478
+18,675
+61% +$632K 0.99% 23
2019
Q2 		$1.07M Buy
+30,803
New +$1.03M 0.63% 39

Other funds holding EMLC

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $8.42B AUM 14.36% 1-Year Est. Return

Summit Wealth & Retirement Planning's EMLC Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2023, closing a stake of 10,890 shares — an estimated $275K sold.

Summit Wealth & Retirement Planning first reported a position in EMLC in Q2 2019 and held it in 16 quarters. The position peaked at $2.27M in Q3 2020. 240 funds tracked by Wall St. Rank hold EMLC as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 10,890 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2023, an estimated $275K.
  • Summit Wealth & Retirement Planning first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2019 and held it in 16 quarters.
  • Summit Wealth & Retirement Planning's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2.27M in Q3 2020.
  • 240 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.