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Kathleen S. Wright Associates’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Kathleen S. Wright Associates’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
-44
Closed -$1.02K – 254
2024
Q4 		$1.02K Hold
44
– – ﹤0.01% 254
2024
Q3 		$1.12K Buy
+44
New +$1.08K ﹤0.01% 284
2023
Q1 		– Sell
-433
Closed -$10K – 178
2022
Q4 		$10K Buy
+433
New +$10.2K 0.01% 149

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

Kathleen S. Wright Associates's EMLC Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2025, closing a stake of 44 shares — an estimated $1.02K sold.

Kathleen S. Wright Associates first reported a position in EMLC in Q4 2022 and held it in 3 quarters. The position peaked at $10K in Q4 2022. 244 funds tracked by Wall St. Rank hold EMLC as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 44 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $1.02K.
  • Kathleen S. Wright Associates first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2022 and held it in 3 quarters.
  • Kathleen S. Wright Associates's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $10K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.