EPW
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Evergreen Private Wealth’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Evergreen Private 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
2026
Q2 		$1.82M Buy
71,152
+2,077
+3% +$53K 0.67% 43
2026
Q1 		$1.73M Buy
69,075
+1,607
+2% +$41.7K 0.7% 44
2025
Q4 		$1.74M Buy
67,468
+1,766
+3% +$45.2K 0.69% 43
2025
Q3 		$1.68M Sell
65,702
-700
-1% -$17.7K 0.68% 42
2025
Q2 		$1.68M Buy
66,402
+3,837
+6% +$93.8K 0.71% 42
2025
Q1 		$1.49M Buy
62,565
+1,396
+2% +$33.1K 0.7% 44
2024
Q4 		$1.41M Buy
61,169
+1,622
+3% +$38.9K 0.66% 44
2024
Q3 		$1.51M Buy
59,547
+724
+1% +$17.8K 0.7% 43
2024
Q2 		$1.4M Sell
58,823
-235
-0.4% -$5.67K 0.69% 43
2024
Q1 		$1.45M Buy
59,058
+8,195
+16% +$204K 0.73% 46
2023
Q4 		$1.29M Buy
+50,863
New +$1.24M 0.7% 42

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's EMLC Position: Q2 2026 in Review

Evergreen Private Wealth increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 3% in Q2 2026, buying an estimated $53K and bringing the position to 71,152 shares worth $1.82M. The position accounts for 0.67% of the portfolio, ranked #43.

Evergreen Private Wealth first reported a position in EMLC in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • Evergreen Private Wealth held 71,152 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $1.82M as of Q2 2026.
  • Evergreen Private Wealth bought 2,077 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $53K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.67% of Evergreen Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Evergreen Private Wealth first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.