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Ethos Financial Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Ethos Financial 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 		$7.77M Sell
307,076
-18,175
-6% -$464K 0.52% 50
2026
Q1 		$8.17M Buy
325,251
+28,844
+10% +$748K 0.6% 43
2025
Q4 		$7.65M Buy
296,407
+279,680
+1,672% +$7.15M 0.57% 47
2025
Q3 		$427K Buy
+16,727
New +$423K 0.03% 294

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 22.9% 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

Ethos Financial Group's EMLC Position: Q2 2026 in Review

Ethos Financial Group reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 5.6% in Q2 2026, selling an estimated $464K and leaving 307,076 shares worth $7.77M. The position accounts for 0.52% of the portfolio, ranked #50.

Ethos Financial Group first reported a position in EMLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.17M in Q1 2026. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Ethos Financial Group held 307,076 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $7.77M as of Q2 2026.
  • Ethos Financial Group sold 18,175 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $464K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.52% of Ethos Financial Group's portfolio in Q2 2026, its #50 holding.
  • Ethos Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $8.17M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.