EverSource Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

EverSource 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	$7.13K	Sell	279 -410	-60%	-$10.5K	﹤0.01%	3105
2026 Q1	$17.3K	Buy	689 +451	+189%	+$11.7K	﹤0.01%	2593
2025 Q4	$6.14K	Hold	238	–	–	﹤0.01%	3036
2025 Q3	$6.07K	Hold	238	–	–	﹤0.01%	3075
2025 Q2	$6.03K	Buy	238 +52	+28%	+$1.27K	﹤0.01%	3071
2025 Q1	$4.44K	Hold	186	–	–	﹤0.01%	2559
2024 Q4	$4.3K	Buy	186 +54	+41%	+$1.3K	﹤0.01%	2420
2024 Q3	$3.35K	Sell	132 -2	-1%	-$49	﹤0.01%	2375
2024 Q2	$3.24K	Hold	134	–	–	﹤0.01%	2379
2024 Q1	$3.18K	Sell	134 -222	-62%	-$5.51K	﹤0.01%	2227
2023 Q4	$9.03K	Sell	356 -151	-30%	-$3.69K	﹤0.01%	1599
2023 Q3	$12.1K	Hold	507	–	–	﹤0.01%	1346
2023 Q2	$13K	Buy	+507	New	+$12.8K	﹤0.01%	1330

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

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

EverSource Wealth Advisors reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 60% in Q2 2026, selling an estimated $10.5K and leaving 279 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

EverSource Wealth Advisors first reported a position in EMLC in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.3K in Q1 2026. 372 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

EverSource Wealth Advisors held 279 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $7.13K as of Q2 2026.
EverSource Wealth Advisors sold 410 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $10.5K.
VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3105 holding.
EverSource Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $17.3K in Q1 2026.
372 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.