EP Wealth Advisors’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

EP Wealth Advisors’s Portfolio EMTL Stock Details EMTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.92M	Sell	91,752 -1,820	-2%	-$77.8K	0.02%	434
2026 Q1	$3.98M	Buy	+93,572	New	+$4.04M	0.02%	348

Other funds holding EMTL

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

EP Wealth Advisors reduced its State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) stake by 1.9% in Q2 2026, selling an estimated $77.8K and leaving 91,752 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #434.

EP Wealth Advisors first reported a position in EMTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.98M in Q1 2026. 41 funds tracked by Wall St. Rank hold EMTL as of Q2 2026.

EP Wealth Advisors held 91,752 shares of State Street DoubleLine Emerging Markets Fixed Income ETF worth $3.92M as of Q2 2026.
EP Wealth Advisors sold 1,820 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2026, an estimated $77.8K.
State Street DoubleLine Emerging Markets Fixed Income ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #434 holding.
EP Wealth Advisors first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
EP Wealth Advisors's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $3.98M in Q1 2026.
41 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2026.

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