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Calton & Associates’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Calton & Associates’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
Q1 		– Sell
-12,184
Closed -$315K – 453
2025
Q4 		$315K Sell
12,184
-2,445
-17% -$62.5K 0.05% 315
2025
Q3 		$373K Buy
14,629
+6,032
+70% +$153K 0.06% 280
2025
Q2 		$218K Sell
8,597
-7,166
-45% -$175K 0.04% 350
2025
Q1 		$376K Buy
+15,763
New +$373K 0.09% 213
2024
Q4 		– Sell
-8,128
Closed -$206K – 218
2024
Q3 		$206K Buy
+8,128
New +$200K 0.08% 217
2023
Q4 		– Sell
-8,543
Closed -$204K – 252
2023
Q3 		$204K Buy
+8,543
New +$214K 0.3% 86
2023
Q1 		– Sell
-10,259
Closed -$249K – 252
2022
Q4 		$249K Buy
+10,259
New +$241K 0.1% 227
2022
Q2 		– Sell
-15,966
Closed -$430K – 272
2022
Q1 		$430K Buy
15,966
+716
+5% +$20K 0.13% 188
2021
Q4 		$436K Buy
15,250
+1,418
+10% +$41.3K 0.12% 195
2021
Q3 		$414K Buy
13,832
+173
+1% +$5.33K 0.09% 225
2021
Q2 		$425K Buy
13,659
+865
+7% +$27.2K 0.08% 226
2021
Q1 		$393K Buy
12,794
+425
+3% +$13.6K 0.08% 229
2020
Q4 		$412K Buy
12,369
+493
+4% +$15.8K 0.07% 213
2020
Q3 		$366K Sell
11,876
-11
-0.1% -$344 0.08% 206
2020
Q2 		$365K Buy
11,887
+2,562
+27% +$76.1K 0.08% 190
2020
Q1 		$265K Sell
9,325
-348
-4% -$11.2K 0.07% 224
2019
Q4 		$329K Buy
9,673
+1,126
+13% +$37.7K 0.07% 235
2019
Q3 		$282K Sell
8,547
-621
-7% -$21K 0.06% 255
2019
Q2 		$318K Buy
+9,168
New +$306K 0.09% 188
2019
Q1 		– Sell
-7,477
Closed -$247K – 267
2018
Q4 		$247K Buy
+7,477
New +$244K 0.09% 193
2018
Q1 		– Sell
-1,975
Closed -$77K – 594
2017
Q4 		$77K Buy
+1,975
New +$74.1K 0.02% 547

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Calton & Associates's EMLC Position: Q1 2026 in Review

Calton & Associates sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2026, closing a stake of 12,184 shares — an estimated $315K sold.

Calton & Associates first reported a position in EMLC in Q4 2017 and held it in 21 quarters. The position peaked at $436K in Q4 2021. 344 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Calton & Associates reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 12,184 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $315K.
  • Calton & Associates first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 21 quarters.
  • Calton & Associates's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $436K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.