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

Summit Financial’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 		$2.1M Sell
81,986
-2,035
-2% -$51.9K 0.02% 624
2026
Q1 		$2.11M Buy
84,021
+21,737
+35% +$564K 0.03% 563
2025
Q4 		$1.61M Sell
62,284
-455
-0.7% -$11.6K 0.02% 538
2025
Q3 		$1.6M Buy
62,739
+133
+0.2% +$3.36K 0.02% 526
2025
Q2 		$1.59M Buy
62,606
+4,250
+7% +$104K 0.04% 332
2025
Q1 		$1.39M Sell
58,356
-2,016
-3% -$47.7K 0.04% 315
2024
Q4 		$1.4M Buy
60,372
+1,470
+2% +$35.3K 0.05% 260
2024
Q3 		$1.5M Buy
58,902
+6,323
+12% +$156K 0.06% 208
2024
Q2 		$1.25M Buy
52,579
+17,027
+48% +$410K 0.06% 201
2024
Q1 		$871K Buy
35,552
+3,795
+12% +$94.3K 0.05% 201
2023
Q4 		$805K Buy
31,757
+2,533
+9% +$61.8K 0.05% 198
2023
Q3 		$698K Buy
29,224
+3,508
+14% +$87.9K 0.05% 200
2023
Q2 		$657K Buy
25,716
+4,855
+23% +$122K 0.05% 196
2023
Q1 		$527K Buy
20,861
+364
+2% +$9.04K 0.05% 168
2022
Q4 		$497K Buy
20,497
+277
+1% +$6.51K 0.05% 170
2022
Q3 		$461K Buy
20,220
+10,665
+112% +$256K 0.04% 173
2022
Q2 		$234K Buy
9,555
+378
+4% +$9.59K 0.02% 218
2022
Q1 		$248K Sell
9,177
-749
-8% -$20.9K 0.02% 228
2021
Q4 		$284K Buy
9,926
+700
+8% +$20.4K 0.02% 217
2021
Q3 		$277K Buy
9,226
+2,132
+30% +$65.7K 0.02% 190
2021
Q2 		$223K Buy
+7,094
New +$223K 0.02% 158
2020
Q1 		– Sell
-7,061
Closed -$241K – 45
2019
Q4 		$241K Buy
+7,061
New +$237K 0.04% 45
2019
Q3 		– Sell
-9,856
Closed -$342K – 28
2019
Q2 		$342K Buy
9,856
+874
+10% +$29.2K 0.06% 40
2019
Q1 		$300K Sell
8,982
-1,546
-15% -$52.5K 0.05% 47
2018
Q4 		$347K Buy
+10,528
New +$344K 0.07% 44

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

Summit Financial's EMLC Position: Q2 2026 in Review

Summit Financial reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 2.4% in Q2 2026, selling an estimated $51.9K and leaving 81,986 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #624.

Summit Financial first reported a position in EMLC in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.11M in Q1 2026. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Summit Financial held 81,986 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $2.1M as of Q2 2026.
  • Summit Financial sold 2,035 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $51.9K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #624 holding.
  • Summit Financial first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Summit Financial's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2.11M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.