Shum Financial Group’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Shum Financial Group’s Portfolio EMTL Stock Details EMTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	24,773 +1,341	+6%	+$57.9K	0.75%	34
2025 Q4	$1.01M	Buy	23,432 +643	+3%	+$27.9K	0.73%	39
2025 Q3	$1M	Buy	+22,789	New	+$990K	0.75%	41
2025 Q1	$936K	Buy	21,721 +188	+0.9%	+$8.02K	0.81%	40
2024 Q4	$907K	Buy	21,533 +525	+2%	+$22.5K	0.78%	42
2024 Q3	$895K	Buy	+21,008	New	+$900K	0.75%	45

Other funds holding EMTL

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Shum Financial Group's EMTL Position: Q1 2026 in Review

Shum Financial Group increased its State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) stake by 5.7% in Q1 2026, buying an estimated $57.9K and bringing the position to 24,773 shares worth $1.05M. The position accounts for 0.75% of the portfolio, ranked #34.

Shum Financial Group first reported a position in EMTL in Q3 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold EMTL as of Q1 2026.

Shum Financial Group held 24,773 shares of State Street DoubleLine Emerging Markets Fixed Income ETF worth $1.05M as of Q1 2026.
Shum Financial Group bought 1,341 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q1 2026, an estimated $57.9K.
State Street DoubleLine Emerging Markets Fixed Income ETF made up 0.75% of Shum Financial Group's portfolio in Q1 2026, its #34 holding.
Shum Financial Group first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q3 2024 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q1 2026.

Based on Shum Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.