RFP
EMLC icon

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

Root Financial Partners’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 		– Sell
-2,163
Closed -$54.3K – 1234
2026
Q1 		$54.3K Sell
2,163
-1
-0% -$26 ﹤0.01% 844
2025
Q4 		$55.9K Sell
2,164
-673
-24% -$17.2K ﹤0.01% 664
2025
Q3 		$72.4K Buy
+2,837
New +$71.7K ﹤0.01% 545

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

Root Financial Partners's EMLC Position: Q2 2026 in Review

Root Financial Partners sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2026, closing a stake of 2,163 shares — an estimated $54.3K sold.

Root Financial Partners first reported a position in EMLC in Q3 2025 and held it in 3 quarters. The position peaked at $72.4K in Q3 2025. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Root Financial Partners reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,163 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $54.3K.
  • Root Financial Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $72.4K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.