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 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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Exencial Wealth Advisors's EMLC Position: Q1 2026 in Review

Exencial Wealth Advisors increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 4.3% in Q1 2026, buying an estimated $40.3K and bringing the position to 37,709 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #304.

Exencial Wealth Advisors first reported a position in EMLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2023. 344 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

Exencial Wealth Advisors held 37,709 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $947K as of Q1 2026.
Exencial Wealth Advisors bought 1,554 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $40.3K.
VanEck JP Morgan EM Local Currency Bond ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #304 holding.
Exencial Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2023 and has held it in 10 quarters since.
Exencial Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.12M in Q4 2023.
344 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.