Fortis Group Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Fortis Group Advisors’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	–	Sell	-221	Closed	-$5.27K	–	536
2025 Q1	$5.27K	Hold	221	–	–	﹤0.01%	350
2024 Q4	$5.11K	Hold	221	–	–	﹤0.01%	364
2024 Q3	$5.61K	Hold	221	–	–	﹤0.01%	348
2024 Q2	$5.25K	Hold	221	–	–	﹤0.01%	348
2024 Q1	$5.42K	Sell	221 -221	-50%	-$5.49K	﹤0.01%	363
2023 Q4	$11.2K	Buy	442 +221	+100%	+$5.39K	﹤0.01%	286
2023 Q3	$5.28K	Buy	+221	New	+$5.54K	﹤0.01%	283
2020 Q3	$6K	Buy	+221	New	+$6.91K	﹤0.01%	320

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

Fortis Group Advisors's EMLC Position: Q2 2025 in Review

Fortis Group Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2025, closing a stake of 221 shares — an estimated $5.27K sold.

Fortis Group Advisors first reported a position in EMLC in Q3 2020 and held it in 8 quarters. The position peaked at $11.2K in Q4 2023. 255 funds tracked by Wall St. Rank hold EMLC as of Q2 2025.

Fortis Group Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2025 after selling out during the quarter.
Fortis Group Advisors sold 221 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $5.27K.
Fortis Group Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2020 and held it in 8 quarters.
Fortis Group Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $11.2K in Q4 2023.
255 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.