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Cape Investment Advisory’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Cape Investment Advisory’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 		$69.9K Buy
+2,736
New +$69.8K 0.02% 408
2026
Q1 		– Sell
-1,558
Closed -$40.2K – 483
2025
Q4 		$40.2K Buy
1,558
+58
+4% +$1.48K 0.01% 470
2025
Q3 		$38.3K Sell
1,500
-285
-16% -$7.21K 0.04% 253
2025
Q2 		$45.2K Buy
1,785
+695
+64% +$17K 0.02% 385
2025
Q1 		$26K Sell
1,090
-57
-5% -$1.35K 0.01% 433
2024
Q4 		$26.5K Sell
1,147
-81
-7% -$1.94K 0.01% 437
2024
Q3 		$31.2K Buy
1,228
+159
+15% +$3.91K 0.01% 387
2024
Q2 		$25.4K Sell
1,069
-1,719
-62% -$41.4K 0.01% 393
2024
Q1 		$68.3K Sell
2,788
-650
-19% -$16.1K 0.03% 261
2023
Q4 		$87.1K Buy
3,438
+1,611
+88% +$39.3K 0.04% 256
2023
Q3 		$43.6K Sell
1,827
-834
-31% -$20.9K 0.02% 312
2023
Q2 		$68K Buy
2,661
+371
+16% +$9.36K 0.04% 249
2023
Q1 		$57.8K Buy
+2,290
New +$56.9K 0.04% 245

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 22.9% 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

Cape Investment Advisory's EMLC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2026: 2,736 shares worth $69.9K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EMLC as recently as Q4 2025.

Cape Investment Advisory first reported a position in EMLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $87.1K in Q4 2023. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Cape Investment Advisory held 2,736 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $69.9K as of Q2 2026.
  • VanEck JP Morgan EM Local Currency Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #408 holding.
  • Cape Investment Advisory first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $87.1K in Q4 2023.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.