Capital A Wealth Management’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Capital A Wealth Management’s Portfolio EMHC Stock Details EMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$483	–	564
2025 Q1	$483	Sell	20 -33	-62%	-$797	﹤0.01%	635
2024 Q4	$1.26K	Buy	+53	New	+$1.29K	﹤0.01%	532

Other funds holding EMHC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Capital A Wealth Management's EMHC Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q2 2025, closing a stake of 20 shares — an estimated $483 sold.

Capital A Wealth Management first reported a position in EMHC in Q4 2024 and held it in 2 quarters. The position peaked at $1.26K in Q4 2024. 77 funds tracked by Wall St. Rank hold EMHC as of Q2 2025.

Capital A Wealth Management reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 20 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2025, an estimated $483.
Capital A Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.26K in Q4 2024.
77 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.