EWA
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EverSource Wealth Advisors’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-55
Closed -$1.39K – 4312
2025
Q3 		$1.39K Buy
+55
New +$1.37K ﹤0.01% 3651

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EverSource Wealth Advisors's EMHC Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q4 2025, closing a stake of 55 shares — an estimated $1.39K sold.

EverSource Wealth Advisors first reported a position in EMHC in Q3 2025 and held it in 1 quarter. The position peaked at $1.39K in Q3 2025. 93 funds tracked by Wall St. Rank hold EMHC as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 55 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q4 2025, an estimated $1.39K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.39K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.