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Clear Point Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-1
Closed -$39 – 352
2024
Q3 		$39 Hold
1
– – ﹤0.01% 559
2024
Q2 		$36 Hold
1
– – ﹤0.01% 555
2024
Q1 		$37 Sell
1
-279
-100% -$10.1K ﹤0.01% 555
2023
Q4 		$10.3K Buy
+280
New +$9.93K 0.01% 316

Other funds holding LEMB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Point Advisors's LEMB Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2024, closing a stake of 1 share — an estimated $39 sold.

Clear Point Advisors first reported a position in LEMB in Q4 2023 and held it in 4 quarters. The position peaked at $10.3K in Q4 2023. 80 funds tracked by Wall St. Rank hold LEMB as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 iShares JPMorgan EM Local Currency Bond ETF share in Q4 2024, an estimated $39.
  • Clear Point Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $10.3K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.