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

GeoWealth 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
2026 Q2	$219K	Buy	8,614 +541	+7%	+$13.7K	0.01%	759
2026 Q1	$200K	Sell	8,073 -106	-1%	-$2.69K	0.01%	725
2025 Q4	$208K	Sell	8,179 -333	-4%	-$8.49K	0.01%	653
2025 Q3	$214K	Sell	8,512 -465	-5%	-$11.6K	0.01%	675
2025 Q2	$221K	Sell	8,977 -356	-4%	-$8.54K	0.01%	635
2025 Q1	$225K	Sell	9,333 -46,909	-83%	-$1.13M	0.01%	627
2024 Q4	$1.34M	Buy	56,242 +2,491	+5%	+$60.7K	0.04%	242
2024 Q3	$1.35M	Buy	53,751 +43,410	+420%	+$1.06M	0.05%	244
2024 Q2	$246K	Sell	10,341 -40,620	-80%	-$968K	0.01%	629
2024 Q1	$1.23M	Buy	+50,961	New	+$1.22M	0.05%	254

Other funds holding EMHC

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

HWP

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

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

GeoWealth Management's EMHC Position: Q2 2026 in Review

GeoWealth Management increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 6.7% in Q2 2026, buying an estimated $13.7K and bringing the position to 8,614 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #759.

GeoWealth Management first reported a position in EMHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q3 2024. 43 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

GeoWealth Management held 8,614 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $219K as of Q2 2026.
GeoWealth Management bought 541 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $13.7K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #759 holding.
GeoWealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.35M in Q3 2024.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.