ShoreHaven Wealth Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

ShoreHaven Wealth 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	$874K	Buy	34,187 +416	+1%	+$10.6K	0.27%	56
2026 Q1	$848K	Buy	33,771 +1,191	+4%	+$30.9K	0.3%	57
2025 Q4	$841K	Buy	+32,580	New	+$833K	0.3%	54
2022 Q2	–	Sell	-66,499	Closed	-$1.79M	–	74
2022 Q1	$1.79M	Sell	66,499 -90	-0.1%	-$2.51K	0.95%	33
2021 Q4	$1.9M	Buy	66,589 +148	+0.2%	+$4.31K	0.94%	27
2021 Q3	$1.99M	Buy	66,441 +1,079	+2%	+$33.2K	1.04%	25
2021 Q2	$2.05M	Sell	65,362 -17,651	-21%	-$556K	1.1%	23
2021 Q1	$2.55M	Buy	83,013 +1,524	+2%	+$48.9K	1.38%	23
2020 Q4	$2.71M	Buy	+81,489	New	+$2.61M	1.52%	24

Other funds holding EMLC

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return