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

Wilshire 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
-48,173
Closed -$1.48M – 11
2021
Q1 		$1.48M Buy
48,173
+12,878
+36% +$414K 1.4% 21
2020
Q4 		$1.17M Sell
35,295
-308
-0.9% -$9.85K 1.11% 22
2020
Q3 		$1.1M Sell
35,603
-2,222
-6% -$69.5K 1.12% 23
2020
Q2 		$1.16M Sell
37,825
-111,180
-75% -$3.3M 1.22% 23
2020
Q1 		$4.24M Sell
149,005
-8,880
-6% -$286K 4.62% 7
2019
Q4 		$5.37M Sell
157,885
-1,000
-0.6% -$33.5K 4.76% 7
2019
Q3 		$5.24M Sell
158,885
-10,060
-6% -$340K 4.68% 7
2019
Q2 		$5.86M Buy
168,945
+35,590
+27% +$1.19M 5.19% 6
2019
Q1 		$4.45M Buy
133,355
+18,850
+16% +$640K 4.17% 9
2018
Q4 		$3.78M Sell
114,505
-2,800
-2% -$91.5K 3.98% 10
2018
Q3 		$3.86M Buy
117,305
+5,295
+5% +$177K 3.65% 10
2018
Q2 		$3.81M Sell
112,010
-535
-0.5% -$19.4K 3.6% 11
2018
Q1 		$4.41M Sell
112,545
-9,840
-8% -$383K 4.12% 11
2017
Q4 		$4.64M Buy
122,385
+1,610
+1% +$60.4K 4.33% 9
2017
Q3 		$4.64M Sell
120,775
-8,620
-7% -$331K 4.11% 10
2017
Q2 		$4.89M Buy
129,395
+94,385
+270% +$3.54M 4.24% 10
2017
Q1 		$1.3M Buy
35,010
+31,500
+897% +$1.14M 1.02% 20
2016
Q4 		$1.22M Sell
3,510
-38,150
-92% -$1.38M 0.97% 18
2016
Q3 		$1.59M Sell
41,660
-2,640
-6% -$100K 1.38% 15
2016
Q2 		$1.67M Hold
44,300
– – 1.46% 15
2016
Q1 		$1.65M Hold
44,300
– – 0.84% 15
2015
Q4 		$1.5M Buy
+44,300
New +$1.56M 0.85% 14

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 $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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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 $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wilshire Advisors's EMLC Position: Q2 2021 in Review

Wilshire Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2021, closing a stake of 48,173 shares — an estimated $1.48M sold.

Wilshire Advisors first reported a position in EMLC in Q4 2015 and held it in 22 quarters. The position peaked at $5.86M in Q2 2019. 224 funds tracked by Wall St. Rank hold EMLC as of Q2 2021.

  • Wilshire Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wilshire Advisors sold 48,173 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2021, an estimated $1.48M.
  • Wilshire Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2015 and held it in 22 quarters.
  • Wilshire Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5.86M in Q2 2019.
  • 224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2021.

Based on Wilshire Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.