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Cassady Wealth & Retirement Planning’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Cassady Wealth & Retirement Planning’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 		$511K Buy
19,995
+1,307
+7% +$33.4K 0.24% 67
2026
Q1 		$478K Sell
18,688
-854
-4% -$22.1K 0.25% 69
2025
Q4 		$505K Buy
+19,542
New +$500K 0.33% 64

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

Cassady Wealth & Retirement Planning's EMLC Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 7% in Q2 2026, buying an estimated $33.4K and bringing the position to 19,995 shares worth $511K. The position accounts for 0.24% of the portfolio, ranked #67.

Cassady Wealth & Retirement Planning first reported a position in EMLC in Q4 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 19,995 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $511K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 1,307 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $33.4K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.24% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #67 holding.
  • Cassady Wealth & Retirement Planning first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.