EWA
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EverSource Wealth Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

EverSource Wealth 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
2026
Q1 		$435K Buy
10,653
+3,024
+40% +$127K 0.01% 661
2025
Q4 		$317K Buy
7,629
+4,825
+172% +$201K 0.01% 735
2025
Q3 		$116K Buy
+2,804
New +$114K ﹤0.01% 1204

Other funds holding LEMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EverSource Wealth Advisors's LEMB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 40% in Q1 2026, buying an estimated $127K and bringing the position to 10,653 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #661.

EverSource Wealth Advisors first reported a position in LEMB in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

  • EverSource Wealth Advisors held 10,653 shares of iShares JPMorgan EM Local Currency Bond ETF worth $435K as of Q1 2026.
  • EverSource Wealth Advisors bought 3,024 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $127K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #661 holding.
  • EverSource Wealth Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.