Carson Wealth (CWM LLC)
EMLC icon

Carson Wealth (CWM LLC)’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Carson Wealth (CWM LLC)’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 		$103K Buy
4,111
+456
+12% +$11.8K ﹤0.01% 3241
2025
Q4 		$94K Buy
3,655
+194
+6% +$4.96K ﹤0.01% 3111
2025
Q3 		$88K Sell
3,461
-206
-6% -$5.21K ﹤0.01% 3087
2025
Q2 		$93K Sell
3,667
-1,009
-22% -$24.7K ﹤0.01% 2789
2025
Q1 		$112K Sell
4,676
-2,083
-31% -$49.3K ﹤0.01% 2343
2024
Q4 		$156K Sell
6,759
-837
-11% -$20.1K ﹤0.01% 1991
2024
Q3 		$193K Buy
7,596
+3,495
+85% +$86K ﹤0.01% 1773
2024
Q2 		$98K Sell
4,101
-1,946
-32% -$46.9K ﹤0.01% 1988
2024
Q1 		$148K Buy
6,047
+5,293
+702% +$131K ﹤0.01% 1663
2023
Q4 		$19K Sell
754
-4,412
-85% -$108K ﹤0.01% 2797
2023
Q3 		$123K Sell
5,166
-3,423
-40% -$85.8K ﹤0.01% 1520
2023
Q2 		$220K Buy
8,589
+2,927
+52% +$73.8K ﹤0.01% 1215
2023
Q1 		$143K Sell
5,662
-146
-3% -$3.63K ﹤0.01% 1337
2022
Q4 		$141K Sell
5,808
-268
-4% -$6.3K ﹤0.01% 1240
2022
Q3 		$139K Buy
6,076
+268
+5% +$6.42K ﹤0.01% 1193
2022
Q2 		$142K Buy
5,808
+5,587
+2,528% +$142K ﹤0.01% 1176
2022
Q1 		$6K Buy
221
+101
+84% +$2.82K ﹤0.01% 2735
2021
Q4 		$3K Buy
+120
New +$3.49K ﹤0.01% 2964
2021
Q2 		$23K Hold
723
– – ﹤0.01% 1727
2021
Q1 		$23K Hold
723
– – ﹤0.01% 1727
2020
Q4 		$23K Hold
723
– – ﹤0.01% 1727
2020
Q3 		$23K Hold
723
– – ﹤0.01% 1727
2020
Q2 		$23K Hold
723
– – ﹤0.01% 1727
2020
Q1 		$23K Hold
723
– – ﹤0.01% 1727
2019
Q4 		$23K Hold
723
– – ﹤0.01% 1727
2019
Q3 		$23K Hold
723
– – ﹤0.01% 1727
2019
Q2 		$23K Hold
723
– – ﹤0.01% 1727
2019
Q1 		$23K Sell
723
-1,424
-66% -$48.3K ﹤0.01% 1727
2018
Q4 		$71K Sell
2,147
-2,160
-50% -$70.5K ﹤0.01% 793
2018
Q3 		$142K Sell
4,307
-15,874
-79% -$530K ﹤0.01% 570
2018
Q2 		$687K Buy
20,181
+17,972
+814% +$653K 0.02% 308
2018
Q1 		$87K Sell
2,209
-24,699
-92% -$961K ﹤0.01% 466
2017
Q4 		$1.02M Sell
26,908
-1,598
-6% -$60K 0.05% 225
2017
Q3 		$1.09M Buy
28,506
+3,803
+15% +$146K 0.05% 199
2017
Q2 		$933K Buy
24,703
+22,143
+865% +$830K 0.05% 204
2017
Q1 		$95K Buy
2,560
+2,082
+436% +$75.4K 0.01% 367
2016
Q4 		$17K Buy
+478
New +$17.2K ﹤0.01% 616
2016
Q3 		– Sell
-258
Closed -$10K – 1008
2016
Q2 		$10K Buy
258
+58
+29% +$2.13K ﹤0.01% 552
2016
Q1 		$7K Hold
200
– – ﹤0.01% 562
2015
Q4 		$7K Buy
+200
New +$7.05K ﹤0.01% 494
2014
Q1 		– Sell
-51
Closed -$2K – 249
2013
Q4 		$2K Buy
+51
New +$2.47K ﹤0.01% 587

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 22.96% 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

Carson Wealth (CWM LLC)'s EMLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 12% in Q1 2026, buying an estimated $11.8K and bringing the position to 4,111 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Carson Wealth (CWM LLC) first reported a position in EMLC in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.09M in Q3 2017. 344 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,111 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $103K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 456 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $11.8K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3241 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2013 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.09M in Q3 2017.
  • 344 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.