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

Transform Wealth’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 		$1.23M Sell
51,422
-759
-1% -$18K 0.07% 133
2024
Q4 		$1.21M Buy
+52,181
New +$1.25M 0.07% 136

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's EMLC Position: Q1 2025 in Review

Transform Wealth reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 1.5% in Q1 2025, selling an estimated $18K and leaving 51,422 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #133.

Transform Wealth first reported a position in EMLC in Q4 2024 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold EMLC as of Q1 2025.

  • Transform Wealth held 51,422 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $1.23M as of Q1 2025.
  • Transform Wealth sold 759 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $18K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.07% of Transform Wealth's portfolio in Q1 2025, its #133 holding.
  • Transform Wealth first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.