BFG
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Beacon Financial Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Beacon Financial Group’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 		$514K Buy
20,092
+3,350
+20% +$85.5K 0.05% 240
2026
Q1 		$420K Buy
16,742
+687
+4% +$17.8K 0.04% 252
2025
Q4 		$415K Buy
+16,055
New +$411K 0.04% 251

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

Beacon Financial Group's EMLC Position: Q2 2026 in Review

Beacon Financial Group increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 20% in Q2 2026, buying an estimated $85.5K and bringing the position to 20,092 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #240.

Beacon Financial Group first reported a position in EMLC in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Beacon Financial Group held 20,092 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $514K as of Q2 2026.
  • Beacon Financial Group bought 3,350 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $85.5K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #240 holding.
  • Beacon Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.