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

Sax 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
Q2 		$985K Buy
39,239
+2,324
+6% +$59.3K 0.04% 232
2026
Q1 		$953K Hold
36,915
– – 0.05% 200
2025
Q4 		$953K Buy
+36,915
New +$944K 0.04% 209

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 22.9% 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

Sax Wealth Advisors's EMLC Position: Q2 2026 in Review

Sax Wealth Advisors increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 6.3% in Q2 2026, buying an estimated $59.3K and bringing the position to 39,239 shares worth $985K. The position accounts for 0.04% of the portfolio, ranked #232.

Sax Wealth Advisors first reported a position in EMLC in Q4 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Sax Wealth Advisors held 39,239 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $985K as of Q2 2026.
  • Sax Wealth Advisors bought 2,324 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $59.3K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • Sax Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.