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 Q3	$1.46M	Buy	61,199 +3,150	+5%	+$78.3K	0.04%	370
2026 Q2	$1.48M	Buy	58,049 +391	+0.7%	+$9.9K	0.05%	335
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Simplicity Wealth's EMHC Position: Q3 2026 in Review

Simplicity Wealth increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 5.4% in Q3 2026, buying an estimated $78.3K and bringing the position to 61,199 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #370.

Simplicity Wealth first reported a position in EMHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2025. 39 funds tracked by Wall St. Rank hold EMHC as of Q3 2026.

Simplicity Wealth held 61,199 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $1.46M as of Q3 2026.
Simplicity Wealth bought 3,150 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q3 2026, an estimated $78.3K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.04% of Simplicity Wealth's portfolio in Q3 2026, its #370 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 11 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.73M in Q2 2025.
39 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.