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

PlanVest Financial’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 		$929 Buy
36
+1
+3% +$26 ﹤0.01% 544
2026
Q1 		$898 Buy
+35
New +$908 ﹤0.01% 522

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 22.96% 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

PlanVest Financial's EMLC Position: Q2 2026 in Review

PlanVest Financial increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 2.9% in Q2 2026, buying an estimated $26 and bringing the position to 36 shares worth $929. The position accounts for ﹤0.01% of the portfolio, ranked #544.

PlanVest Financial first reported a position in EMLC in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • PlanVest Financial held 36 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $929 as of Q2 2026.
  • PlanVest Financial bought 1 VanEck JP Morgan EM Local Currency Bond ETF share in Q2 2026, an estimated $26.
  • VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #544 holding.
  • PlanVest Financial first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.