EWA
EMLC icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $5.7T 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