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Wealthstreet Investment Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-9,000
Closed -$276K – 162
2021
Q1 		$276K Hold
9,000
– – 0.03% 324
2020
Q4 		$299K Buy
9,000
+1,500
+20% +$48K 0.03% 300
2020
Q3 		$231K Buy
+7,500
New +$234K 0.03% 303

Other funds holding EMLC

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthstreet Investment Advisors's EMLC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2021, closing a stake of 9,000 shares — an estimated $276K sold.

Wealthstreet Investment Advisors first reported a position in EMLC in Q3 2020 and held it in 3 quarters. The position peaked at $299K in Q4 2020. 224 funds tracked by Wall St. Rank hold EMLC as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 9,000 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2021, an estimated $276K.
  • Wealthstreet Investment Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2020 and held it in 3 quarters.
  • Wealthstreet Investment Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $299K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.