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 Q2	$1.48M	Buy	58,049 +391	+0.7%	+$9.87K	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $82.7B AUM 28.53% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Simplicity Wealth's EMHC Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 0.68% in Q2 2026, buying an estimated $9.87K and bringing the position to 58,049 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #335.

Simplicity Wealth first reported a position in EMHC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q2 2025. 103 funds tracked by Wall St. Rank hold EMHC as of Q2 2026.

Simplicity Wealth held 58,049 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $1.48M as of Q2 2026.
Simplicity Wealth bought 391 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q2 2026, an estimated $9.87K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #335 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 10 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $1.73M in Q2 2025.
103 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.