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

Simplicity Wealth’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 Q1	$1.43M	Buy	57,658 +12,886	+29%	+$327K	0.08%	229
2025 Q4	$1.14M	Buy	44,772 +4,249	+10%	+$108K	0.07%	256
2025 Q3	$1.02M	Sell	40,523 -29,599	-42%	-$735K	0.06%	286
2025 Q2	$1.73M	Buy	70,122 +57,037	+436%	+$1.37M	0.07%	233
2025 Q1	$316K	Buy	+13,085	New	+$316K	0.02%	416
2024 Q4	–	Sell	-8,928	Closed	-$224K	–	395
2024 Q3	$224K	Sell	8,928 -2,833	-24%	-$69.4K	0.02%	454
2024 Q2	$280K	Buy	11,761 +1,161	+11%	+$27.7K	0.01%	976
2024 Q1	$256K	Sell	10,600 -89	-0.8%	-$2.13K	0.01%	976
2023 Q4	$260K	Buy	+10,689	New	+$246K	0.1%	151

Other funds holding EMHC

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

APC

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

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

PAS

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

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

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

Simplicity Wealth's EMHC Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 29% in Q1 2026, buying an estimated $327K and bringing the position to 57,658 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #229.

Simplicity Wealth first reported a position in EMHC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

Simplicity Wealth held 57,658 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $1.43M as of Q1 2026.
Simplicity Wealth bought 12,886 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $327K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #229 holding.
Simplicity Wealth first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2023 and has held it in 9 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.73M in Q2 2025.
98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.