MWM
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Modern Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Modern Wealth Management’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
Q1 		– Sell
-21,886
Closed -$565K – 905
2025
Q4 		$565K Sell
21,886
-539
-2% -$13.8K 0.01% 510
2025
Q3 		$572K Sell
22,425
-1,075
-5% -$27.2K 0.01% 479
2025
Q2 		$596K Buy
+23,500
New +$574K 0.01% 450

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Modern Wealth Management's EMLC Position: Q1 2026 in Review

Modern Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2026, closing a stake of 21,886 shares — an estimated $565K sold.

Modern Wealth Management first reported a position in EMLC in Q2 2025 and held it in 3 quarters. The position peaked at $596K in Q2 2025. 344 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Modern Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 21,886 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $565K.
  • Modern Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $596K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.