SFG
EMTL

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
Q2 		– Sell
-24,773
Closed -$1.05M – 108
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

1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Shum Financial Group's EMTL Position: Q2 2026 in Review

Shum Financial Group sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q2 2026, closing a stake of 24,773 shares — an estimated $1.05M sold.

Shum Financial Group first reported a position in EMTL in Q3 2024 and held it in 6 quarters. The position peaked at $1.05M in Q1 2026. 5 funds tracked by Wall St. Rank hold EMTL as of Q2 2026.

  • Shum Financial Group reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Shum Financial Group sold 24,773 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2026, an estimated $1.05M.
  • Shum Financial Group first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q3 2024 and held it in 6 quarters.
  • Shum Financial Group's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $1.05M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.