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EnRich Financial Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-432
Closed -$10K – 104
2024
Q4 		$10K Sell
432
-1
-0.2% -$24 ﹤0.01% 175
2024
Q3 		$11K Hold
433
– – ﹤0.01% 173
2024
Q2 		$10.3K Hold
433
– – ﹤0.01% 175
2024
Q1 		$10.6K Buy
+433
New +$10.8K ﹤0.01% 161

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EnRich Financial Partners's EMLC Position: Q1 2025 in Review

EnRich Financial Partners sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2025, closing a stake of 432 shares — an estimated $10K sold.

EnRich Financial Partners first reported a position in EMLC in Q1 2024 and held it in 4 quarters. The position peaked at $11K in Q3 2024. 244 funds tracked by Wall St. Rank hold EMLC as of Q1 2025.

  • EnRich Financial Partners reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 432 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $10K.
  • EnRich Financial Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $11K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.