Cornerstone Planning Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Cornerstone Planning Group’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	$4.56K	Sell	180 -312	-63%	-$7.96K	﹤0.01%	1109
2026 Q1	$12.5K	Buy	492 +434	+748%	+$11.3K	﹤0.01%	831
2025 Q4	$1.54K	Buy	58 +48	+480%	+$1.23K	﹤0.01%	1250
2025 Q3	$1.86K	Buy	+10	New	+$253	﹤0.01%	1176
2024 Q4	–	Sell	-165	Closed	-$3.99K	–	1426
2024 Q3	$3.99K	Sell	165 -136	-45%	-$3.35K	﹤0.01%	621
2024 Q2	$7.28K	Sell	301 -72	-19%	-$1.74K	﹤0.01%	502
2024 Q1	$9.02K	Sell	373 -767	-67%	-$19.1K	﹤0.01%	425
2023 Q4	$28.9K	Sell	1,140 -615	-35%	-$15K	0.01%	268
2023 Q3	$41.9K	Sell	1,755 -829	-32%	-$20.8K	0.02%	203
2023 Q2	$66K	Buy	+2,584	New	+$65.2K	0.03%	199
2022 Q4	$188K	Buy	+7,482	New	+$176K	0.08%	103

Other funds holding EMLC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cornerstone Planning Group's EMLC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 63% in Q2 2026, selling an estimated $7.96K and leaving 180 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Cornerstone Planning Group first reported a position in EMLC in Q4 2022 and has held it in 11 quarters since. The position peaked at $188K in Q4 2022. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

Cornerstone Planning Group held 180 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $4.56K as of Q2 2026.
Cornerstone Planning Group sold 312 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $7.96K.
VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1109 holding.
Cornerstone Planning Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2022 and has held it in 11 quarters since.
Cornerstone Planning Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $188K in Q4 2022.
374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.