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Spire Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Spire Wealth Management’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
2025
Q1 		– Sell
-152
Closed -$3.51K – 2503
2024
Q4 		$3.51K Sell
152
-53
-26% -$1.27K ﹤0.01% 2133
2024
Q3 		$5.21K Sell
205
-107
-34% -$2.63K ﹤0.01% 1812
2024
Q2 		$7.42K Hold
312
– – ﹤0.01% 1723
2024
Q1 		$7.65K Hold
312
– – ﹤0.01% 1793
2023
Q4 		$7.81K Hold
312
– – ﹤0.01% 1823
2023
Q3 		$7.45K Buy
312
+107
+52% +$2.68K ﹤0.01% 1823
2023
Q2 		$5.24K Sell
205
-454
-69% -$11.4K ﹤0.01% 1987
2023
Q1 		$16.6K Buy
659
+313
+90% +$7.77K ﹤0.01% 1684
2022
Q4 		$8K Hold
346
– – ﹤0.01% 1688
2022
Q3 		$8K Sell
346
-88
-20% -$2.11K ﹤0.01% 1619
2022
Q2 		$11K Sell
434
-1,940
-82% -$49.2K ﹤0.01% 1874
2022
Q1 		$64K Buy
2,374
+692
+41% +$19.3K ﹤0.01% 1346
2021
Q4 		$48K Buy
1,682
+505
+43% +$14.7K ﹤0.01% 1752
2021
Q3 		$35K Sell
1,177
-789
-40% -$24.3K ﹤0.01% 1620
2021
Q2 		$62K Buy
1,966
+313
+19% +$9.86K ﹤0.01% 1391
2021
Q1 		$51K Buy
+1,653
New +$53.1K ﹤0.01% 1709

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's EMLC Position: Q1 2025 in Review

Spire Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2025, closing a stake of 152 shares — an estimated $3.51K sold.

Spire Wealth Management first reported a position in EMLC in Q1 2021 and held it in 16 quarters. The position peaked at $64K in Q1 2022. 244 funds tracked by Wall St. Rank hold EMLC as of Q1 2025.

  • Spire Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 152 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $3.51K.
  • Spire Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $64K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.