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Collaborative Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Collaborative Wealth Management’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 		$729K Sell
28,502
-12,680
-31% -$324K 0.31% 51
2026
Q1 		$1.03M Sell
41,182
-155,791
-79% -$4.04M 0.47% 35
2025
Q4 		$5.09M Buy
196,973
+11,406
+6% +$292K 1.79% 13
2025
Q3 		$4.73M Sell
185,567
-433
-0.2% -$10.9K 1.91% 15
2025
Q2 		$4.72M Buy
186,000
+2,414
+1% +$59K 2.06% 15
2025
Q1 		$4.38M Buy
183,586
+5,167
+3% +$122K 2.05% 15
2024
Q4 		$4.12M Buy
178,419
+16,081
+10% +$386K 1.87% 15
2024
Q3 		$4.12M Buy
162,338
+10,939
+7% +$269K 1.86% 15
2024
Q2 		$3.6M Buy
151,399
+12,169
+9% +$293K 1.76% 17
2024
Q1 		$3.41M Buy
139,230
+16,769
+14% +$417K 1.71% 15
2023
Q4 		$3.1M Buy
122,461
+13,172
+12% +$321K 1.68% 16
2023
Q3 		$2.61M Buy
109,289
+16,388
+18% +$411K 1.56% 18
2023
Q2 		$2.37M Buy
92,901
+27,321
+42% +$689K 1.41% 20
2023
Q1 		$1.66M Buy
+65,580
New +$1.63M 1.04% 26

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

Collaborative Wealth Management's EMLC Position: Q2 2026 in Review

Collaborative Wealth Management reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 31% in Q2 2026, selling an estimated $324K and leaving 28,502 shares worth $729K. The position accounts for 0.31% of the portfolio, ranked #51.

Collaborative Wealth Management first reported a position in EMLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.09M in Q4 2025. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Collaborative Wealth Management held 28,502 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $729K as of Q2 2026.
  • Collaborative Wealth Management sold 12,680 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $324K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.31% of Collaborative Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Collaborative Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Collaborative Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5.09M in Q4 2025.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.