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

Exencial 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 		$947K Buy
37,709
+1,554
+4% +$40.3K 0.03% 304
2025
Q4 		$934K Buy
36,155
+522
+1% +$13.3K 0.03% 306
2025
Q3 		$909K Buy
35,633
+2,282
+7% +$57.7K 0.03% 299
2025
Q2 		$845K Buy
33,351
+1,004
+3% +$24.5K 0.03% 303
2025
Q1 		$772K Buy
32,347
+1,967
+6% +$46.6K 0.03% 316
2024
Q4 		$702K Sell
30,380
-434
-1% -$10.4K 0.03% 322
2024
Q3 		$783K Sell
30,814
-5,187
-14% -$128K 0.03% 300
2024
Q2 		$856K Buy
36,001
+2,414
+7% +$58.2K 0.03% 291
2024
Q1 		$823K Sell
33,587
-10,560
-24% -$262K 0.03% 294
2023
Q4 		$1.12M Buy
+44,147
New +$1.08M 0.05% 250

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