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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's EMLC Position: Q2 2025 in Review

Center for Financial Planning sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2025, closing a stake of 1,284 shares — an estimated $30.6K sold.

Center for Financial Planning first reported a position in EMLC in Q4 2019 and held it in 10 quarters. The position peaked at $46K in Q4 2019. 255 funds tracked by Wall St. Rank hold EMLC as of Q2 2025.

Center for Financial Planning reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 1,284 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $30.6K.
Center for Financial Planning first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 10 quarters.
Center for Financial Planning's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $46K in Q4 2019.
255 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.