EWM
EMLC icon

Evermay Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Evermay Wealth Management’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 		– Sell
-18
Closed -$430 – 584
2025
Q1 		$430 Buy
+18
New +$426 ﹤0.01% 549

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's EMLC Position: Q2 2025 in Review

Evermay Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2025, closing a stake of 18 shares — an estimated $430 sold.

Evermay Wealth Management first reported a position in EMLC in Q1 2025 and held it in 1 quarter. The position peaked at $430 in Q1 2025. 255 funds tracked by Wall St. Rank hold EMLC as of Q2 2025.

  • Evermay Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 18 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $430.
  • Evermay Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2025 and held it in 1 quarter.
  • Evermay Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $430 in Q1 2025.
  • 255 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.