Acorn Financial Advisory Services’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Acorn Financial Advisory Services’s Portfolio LEMB Stock Details LEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,395	Closed	-$212K	–	227
2021 Q4	$212K	Buy	5,395 +347	+7%	+$14.3K	0.04%	206
2021 Q3	$214K	Buy	+5,048	New	+$218K	0.07%	208

Other funds holding LEMB

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Acorn Financial Advisory Services's LEMB Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2022, closing a stake of 5,395 shares — an estimated $212K sold.

Acorn Financial Advisory Services first reported a position in LEMB in Q3 2021 and held it in 2 quarters. The position peaked at $214K in Q3 2021. 78 funds tracked by Wall St. Rank hold LEMB as of Q1 2022.

Acorn Financial Advisory Services reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,395 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2022, an estimated $212K.
Acorn Financial Advisory Services first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2021 and held it in 2 quarters.
Acorn Financial Advisory Services's iShares JPMorgan EM Local Currency Bond ETF position peaked at $214K in Q3 2021.
78 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.