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

Congress 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
2025 Q2	$4.66M	Buy	183,992 +114,153	+163%	+$2.79M	0.05%	396
2025 Q1	$1.67M	Buy	69,839 +13,891	+25%	+$329K	0.02%	528
2024 Q4	$1.29M	Buy	+55,948	New	+$1.34M	0.02%	481
2024 Q2	–	Sell	-40,137	Closed	-$984K	–	717
2024 Q1	$984K	Hold	40,137	–	–	0.02%	378
2023 Q4	$1.02M	Hold	40,137	–	–	0.02%	389
2023 Q3	$958K	Sell	40,137 -65	-0.2%	-$1.63K	0.02%	381
2023 Q2	$1.03M	Sell	40,202 -5	-0%	-$126	0.02%	336
2023 Q1	$1.02M	Sell	40,207 -982	-2%	-$24.4K	0.02%	336
2022 Q4	$998K	Sell	41,189 -328,336	-89%	-$7.71M	0.03%	336
2022 Q3	$8.42M	Sell	369,525 -7,261	-2%	-$174K	0.23%	139
2022 Q2	$9.22M	Buy	376,786 +2,679	+0.7%	+$68K	0.24%	130
2022 Q1	$10.1M	Buy	374,107 +73,712	+25%	+$2.06M	0.22%	135
2021 Q4	$8.59M	Buy	+300,395	New	+$8.75M	0.17%	169

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

Congress Wealth Management's EMLC Position: Q2 2025 in Review

Congress Wealth Management increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 163% in Q2 2025, buying an estimated $2.79M and bringing the position to 183,992 shares worth $4.66M. The position accounts for 0.05% of the portfolio, ranked #396.

Congress Wealth Management first reported a position in EMLC in Q4 2021 and has held it in 13 quarters since. The position peaked at $10.1M in Q1 2022. 255 funds tracked by Wall St. Rank hold EMLC as of Q2 2025.

Congress Wealth Management held 183,992 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $4.66M as of Q2 2025.
Congress Wealth Management bought 114,153 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $2.79M.
VanEck JP Morgan EM Local Currency Bond ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #396 holding.
Congress Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $10.1M in Q1 2022.
255 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.