EWA
EP Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
9,509
-389
| -4% | -$9.86K | ﹤0.01% | 1146 |
|
|
2025
Q1 | $236K | Sell |
9,898
-374
| -4% | -$8.92K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $237K | Buy |
10,272
+2,580
| +34% | +$59.6K | ﹤0.01% | 979 |
|
|
2024
Q3 | $195K | Buy |
7,692
+1,973
| +34% | +$50.1K | ﹤0.01% | 1053 |
|
|
2024
Q2 | $136K | Buy |
+5,719
| New | +$136K | ﹤0.01% | 799 |
|
|
2016
Q1 | – | Sell |
-26,726
| Closed | -$454K | – | 150 |
|
|
2015
Q4 | $454K | Buy |
+26,726
| New | +$454K | 0.08% | 97 |
|
|
2015
Q1 | – | Sell |
-264,970
| Closed | -$5.61M | – | 133 |
|
|
2014
Q4 | $5.61M | Buy |
+264,970
| New | +$5.61M | 0.92% | 41 |
|
|
2014
Q1 | – | Sell |
-82,560
| Closed | -$1.94M | – | 117 |
|
|
2013
Q4 | $1.94M | Buy |
+82,560
| New | +$1.94M | 0.5% | 39 |
|