CFFP
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Center for Financial Planning’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Center for Financial 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
2025
Q2 		– Sell
-1,284
Closed -$30.6K – 667
2025
Q1 		$30.6K Buy
+1,284
New +$30.4K ﹤0.01% 342
2022
Q1 		– Sell
-1,347
Closed -$39K – 547
2021
Q4 		$39K Hold
1,347
– – 0.01% 257
2021
Q3 		$40K Hold
1,347
– – 0.01% 243
2021
Q2 		$42K Hold
1,347
– – 0.01% 236
2021
Q1 		$41K Hold
1,347
– – 0.01% 235
2020
Q4 		$45K Hold
1,347
– – 0.01% 211
2020
Q3 		$42K Hold
1,347
– – 0.01% 200
2020
Q2 		$41K Hold
1,347
– – 0.01% 202
2020
Q1 		$38K Hold
1,347
– – 0.01% 198
2019
Q4 		$46K Buy
+1,347
New +$45.1K 0.01% 187

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return