Brown Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Brown Wealth Management’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
2025 Q2	–	Sell	-66,971	Closed	-$1.6M	–	101
2025 Q1	$1.6M	Buy	66,971 +7,534	+13%	+$178K	0.55%	40
2024 Q4	$1.37M	Buy	59,437 +899	+2%	+$21.6K	0.49%	35
2024 Q3	$1.49M	Buy	58,538 +4,726	+9%	+$116K	0.54%	35
2024 Q2	$1.28M	Buy	53,812 +7,887	+17%	+$190K	0.52%	36
2024 Q1	$1.13M	Buy	45,925 +3,125	+7%	+$77.6K	0.47%	38
2023 Q4	$1.08M	Sell	42,800 -22,641	-35%	-$553K	0.48%	35
2023 Q3	$1.56M	Sell	65,441 -59,941	-48%	-$1.5M	0.74%	31
2023 Q2	$3.2M	Buy	+125,382	New	+$3.16M	1.66%	15

Other funds holding EMLC

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Wealth Management's EMLC Position: Q2 2025 in Review

Brown Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2025, closing a stake of 66,971 shares — an estimated $1.6M sold.

Brown Wealth Management first reported a position in EMLC in Q2 2023 and held it in 8 quarters. The position peaked at $3.2M in Q2 2023. 255 funds tracked by Wall St. Rank hold EMLC as of Q2 2025.

Brown Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2025 after selling out during the quarter.
Brown Wealth Management sold 66,971 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $1.6M.
Brown Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2023 and held it in 8 quarters.
Brown Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $3.2M in Q2 2023.
255 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2025.

Based on Brown Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.