Martel Wealth Advisors
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Martel Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Martel Wealth 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
2026
Q3 		$2.2M Buy
88,477
+881
+1% +$22.4K 0.34% 23
2026
Q2 		$2.24M Buy
87,596
+1,851
+2% +$47.2K 0.35% 24
2026
Q1 		$2.15M Sell
85,745
-107
-0.1% -$2.78K 0.37% 25
2025
Q4 		$2.22M Buy
85,852
+25
+0% +$639 0.38% 22
2025
Q3 		$2.19M Sell
85,827
-1,403
-2% -$35.5K 0.38% 22
2025
Q2 		$2.21M Sell
87,230
-1,871
-2% -$45.7K 0.41% 21
2025
Q1 		$2.13M Buy
89,101
+5,055
+6% +$120K 0.42% 21
2024
Q4 		$1.94M Sell
84,046
-13
-0% -$312 0.38% 27
2024
Q3 		$2.08M Buy
84,059
+2,442
+3% +$60.1K 0.43% 23
2024
Q2 		$1.94M Buy
81,617
+1,492
+2% +$36K 0.42% 24
2024
Q1 		$1.96M Buy
80,125
+1,736
+2% +$43.1K 0.43% 23
2023
Q4 		$1.99M Sell
78,389
-71
-0.1% -$1.73K 0.45% 24
2023
Q3 		$1.87M Sell
78,460
-803
-1% -$20.1K 0.47% 25
2023
Q2 		$2.03M Sell
79,263
-882
-1% -$22.2K 0.49% 24
2023
Q1 		$2.02M Sell
80,145
-2,238
-3% -$55.6K 0.52% 24
2022
Q4 		$2M Sell
82,383
-18,025
-18% -$423K 0.54% 25
2022
Q3 		$2.29M Sell
100,408
-8,464
-8% -$203K 0.66% 18
2022
Q2 		$2.67M Sell
108,872
-11,365
-9% -$288K 0.73% 19
2022
Q1 		$3.25M Buy
120,237
+8,463
+8% +$236K 0.79% 15
2021
Q4 		$3.2M Buy
111,774
+4,901
+5% +$143K 0.76% 16
2021
Q3 		$3.2M Buy
106,873
+1,469
+1% +$45.2K 0.81% 17
2021
Q2 		$3.31M Buy
105,404
+5,987
+6% +$189K 0.83% 16
2021
Q1 		$3.05M Buy
99,417
+7,113
+8% +$228K 0.84% 16
2020
Q4 		$3.07M Buy
92,304
+1,172
+1% +$37.5K 0.89% 16
2020
Q3 		$2.81M Buy
91,132
+2,575
+3% +$80.5K 0.91% 16
2020
Q2 		$2.72M Buy
88,557
+8,904
+11% +$265K 0.94% 16
2020
Q1 		$2.27M Sell
79,653
-4,817
-6% -$155K 0.88% 14
2019
Q4 		$2.87M Buy
84,470
+1,870
+2% +$62.6K 0.99% 16
2019
Q3 		$2.73M Sell
82,600
-39,851
-33% -$1.35M 0.98% 16
2019
Q2 		$4.25M Buy
122,451
+5,447
+5% +$182K 1.55% 10
2019
Q1 		$3.9M Sell
117,004
-33,790
-22% -$1.15M 1.47% 12
2018
Q4 		$4.98M Sell
150,794
-2,847
-2% -$93K 2.04% 10
2018
Q3 		$5.06M Buy
+153,641
New +$5.13M 1.93% 10

Other funds holding EMLC

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Acima Private Wealth
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
JBGlobal.com
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Martel Wealth Advisors's EMLC Position: Q3 2026 in Review

Martel Wealth Advisors increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 1% in Q3 2026, buying an estimated $22.4K and bringing the position to 88,477 shares worth $2.2M. The position accounts for 0.34% of the portfolio, ranked #23.

Martel Wealth Advisors first reported a position in EMLC in Q3 2018 and has held it in 33 quarters since. The position peaked at $5.06M in Q3 2018. 88 funds tracked by Wall St. Rank hold EMLC as of Q3 2026.

  • Martel Wealth Advisors held 88,477 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $2.2M as of Q3 2026.
  • Martel Wealth Advisors bought 881 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $22.4K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.34% of Martel Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Martel Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2018 and has held it in 33 quarters since.
  • Martel Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5.06M in Q3 2018.
  • 88 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.