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 Q2	$877K	Buy	20,681 +10,028	+94%	+$421K	0.03%	378
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

EverSource Wealth Advisors's LEMB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 94% in Q2 2026, buying an estimated $421K and bringing the position to 20,681 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #378.

EverSource Wealth Advisors first reported a position in LEMB in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

EverSource Wealth Advisors held 20,681 shares of iShares JPMorgan EM Local Currency Bond ETF worth $877K as of Q2 2026.
EverSource Wealth Advisors bought 10,028 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $421K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #378 holding.
EverSource Wealth Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.