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

West Wealth Group’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
2024
Q1 		– Sell
-17,752
Closed -$432K – 82
2023
Q4 		$432K Buy
+17,752
New +$409K 0.17% 48

Other funds holding EMHC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

West Wealth Group's EMHC Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q1 2024, closing a stake of 17,752 shares — an estimated $432K sold.

West Wealth Group first reported a position in EMHC in Q4 2023 and held it in 1 quarter. The position peaked at $432K in Q4 2023. 56 funds tracked by Wall St. Rank hold EMHC as of Q1 2024.

  • West Wealth Group reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 17,752 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2024, an estimated $432K.
  • West Wealth Group first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • West Wealth Group's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $432K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.