EAMA
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EFG Asset Management (Americas)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

EFG Asset Management (Americas)’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
2020
Q1 		– Sell
-9,903
Closed -$435K – 122
2019
Q4 		$435K Buy
9,903
+4,948
+100% +$222K 0.11% 105
2019
Q3 		$219K Buy
+4,955
New +$225K 0.07% 114

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

EFG Asset Management (Americas)'s LEMB Position: Q1 2020 in Review

EFG Asset Management (Americas) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2020, closing a stake of 9,903 shares — an estimated $435K sold.

EFG Asset Management (Americas) first reported a position in LEMB in Q3 2019 and held it in 2 quarters. The position peaked at $435K in Q4 2019. 77 funds tracked by Wall St. Rank hold LEMB as of Q1 2020.

  • EFG Asset Management (Americas) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 9,903 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $435K.
  • EFG Asset Management (Americas) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2019 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $435K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2020, filed 8 May 2020.