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

EP Wealth Advisors’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 Q2	$241K	Sell	9,509 -389	-4%	-$9.51K	﹤0.01%	1146
2025 Q1	$236K	Sell	9,898 -374	-4%	-$8.86K	﹤0.01%	1047
2024 Q4	$237K	Buy	10,272 +2,580	+34%	+$61.9K	﹤0.01%	979
2024 Q3	$195K	Buy	7,692 +1,973	+34%	+$48.5K	﹤0.01%	1053
2024 Q2	$136K	Buy	+5,719	New	+$138K	﹤0.01%	799
2016 Q1	–	Sell	-13,363	Closed	-$454K	–	150
2015 Q4	$454K	Buy	+13,363	New	+$471K	0.08%	97
2015 Q1	–	Sell	-132,485	Closed	-$5.61M	–	133
2014 Q4	$5.61M	Buy	+132,485	New	+$5.91M	0.92%	41
2014 Q1	–	Sell	-41,280	Closed	-$1.94M	–	117
2013 Q4	$1.94M	Buy	+41,280	New	+$2M	0.5%	39

Other funds holding EMLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's EMLC Position: Q2 2025 in Review

EP Wealth Advisors reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 3.9% in Q2 2025, selling an estimated $9.51K and leaving 9,509 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

EP Wealth Advisors first reported a position in EMLC in Q4 2013 and has held it in 8 quarters since. The position peaked at $5.61M in Q4 2014. 254 funds tracked by Wall St. Rank hold EMLC as of Q2 2025.

EP Wealth Advisors held 9,509 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $241K as of Q2 2025.
EP Wealth Advisors sold 389 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $9.51K.
VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1146 holding.
EP Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2013 and has held it in 8 quarters since.
EP Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5.61M in Q4 2014.
254 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.