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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
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 $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return