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
2026 Q2	$228K	Buy	+8,910	New	+$227K	﹤0.01%	1448
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 $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's EMLC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2026: 8,910 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1448 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in EMLC as recently as Q2 2025.

EP Wealth Advisors first reported a position in EMLC in Q4 2013 and has held it in 9 quarters since. The position peaked at $5.61M in Q4 2014. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

EP Wealth Advisors held 8,910 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $228K as of Q2 2026.
VanEck JP Morgan EM Local Currency Bond ETF was a new EP Wealth Advisors position in Q2 2026.
VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1448 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 9 quarters since.
EP Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5.61M in Q4 2014.
374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.