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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
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 $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Root Financial Partners's EMLC Position: Q1 2026 in Review

Root Financial Partners reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 0.05% in Q1 2026, selling an estimated $26 and leaving 2,163 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Root Financial Partners first reported a position in EMLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $72.4K in Q3 2025. 343 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Root Financial Partners held 2,163 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $54.3K as of Q1 2026.
  • Root Financial Partners sold 1 VanEck JP Morgan EM Local Currency Bond ETF share in Q1 2026, an estimated $26.
  • VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #844 holding.
  • Root Financial Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $72.4K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.