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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
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 $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

Summit Financial's EMLC Position: Q1 2026 in Review

Summit Financial increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 35% in Q1 2026, buying an estimated $564K and bringing the position to 84,021 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #563.

Summit Financial first reported a position in EMLC in Q4 2018 and has held it in 24 quarters since. 343 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Summit Financial held 84,021 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $2.11M as of Q1 2026.
  • Summit Financial bought 21,737 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $564K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #563 holding.
  • Summit Financial first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • 343 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.