Syverson Strege & Co’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Syverson Strege & Co’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	-58	Closed	-$1.46K	–	238
2023 Q1	$1.46K	Buy	58 +1	+2%	+$25	﹤0.01%	548
2022 Q4	$1.39K	Hold	57	–	–	﹤0.01%	269
2022 Q3	$1K	Hold	57	–	–	﹤0.01%	267
2022 Q2	$1K	Buy	57 +1	+2%	+$25	﹤0.01%	313
2022 Q1	$2K	Hold	56	–	–	﹤0.01%	272
2021 Q4	$2K	Buy	56 +1	+2%	+$29	﹤0.01%	270
2021 Q3	$2K	Buy	55 +1	+2%	+$31	﹤0.01%	394
2021 Q2	$2K	Sell	54 -154	-74%	-$4.85K	﹤0.01%	243
2021 Q1	$6K	Sell	208 -50	-19%	-$1.61K	0.01%	213
2020 Q4	$9K	Buy	+258	New	+$8.25K	0.01%	184

Other funds holding EMLC

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Syverson Strege & Co's EMLC Position: Q2 2023 in Review

Syverson Strege & Co sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2023, closing a stake of 58 shares — an estimated $1.46K sold.

Syverson Strege & Co first reported a position in EMLC in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2020. 241 funds tracked by Wall St. Rank hold EMLC as of Q2 2023.

Syverson Strege & Co reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 58 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2023, an estimated $1.46K.
Syverson Strege & Co first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $9K in Q4 2020.
241 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.