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Balboa Wealth Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Balboa Wealth Partners’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
2026
Q2 		$1.7M Buy
66,550
+1,043
+2% +$26.6K 0.23% 73
2026
Q1 		$1.64M Buy
65,507
+5,482
+9% +$142K 0.28% 61
2025
Q4 		$1.55M Buy
60,025
+43,532
+264% +$1.11M 0.26% 62
2025
Q3 		$421K Buy
16,493
+321
+2% +$8.12K 0.07% 210
2025
Q2 		$410K Buy
16,172
+7,075
+78% +$173K 0.08% 190
2025
Q1 		$217K Buy
+9,097
New +$215K 0.05% 254
2024
Q4 		– Sell
-9,438
Closed -$240K – 359
2024
Q3 		$240K Sell
9,438
-270
-3% -$6.64K 0.06% 232
2024
Q2 		$231K Buy
9,708
+658
+7% +$15.9K 0.06% 227
2024
Q1 		$222K Buy
9,050
+78
+0.9% +$1.94K 0.07% 210
2023
Q4 		$227K Buy
8,972
+101
+1% +$2.46K 0.08% 197
2023
Q3 		$212K Buy
8,871
+17
+0.2% +$426 0.08% 201
2023
Q2 		$226K Sell
8,854
-1,108
-11% -$27.9K 0.08% 211
2023
Q1 		$252K Buy
+9,962
New +$247K 0.1% 188

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's EMLC Position: Q2 2026 in Review

Balboa Wealth Partners increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 1.6% in Q2 2026, buying an estimated $26.6K and bringing the position to 66,550 shares worth $1.7M. The position accounts for 0.23% of the portfolio, ranked #73.

Balboa Wealth Partners first reported a position in EMLC in Q1 2023 and has held it in 13 quarters since. 372 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Balboa Wealth Partners held 66,550 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $1.7M as of Q2 2026.
  • Balboa Wealth Partners bought 1,043 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $26.6K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.23% of Balboa Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Balboa Wealth Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 372 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.