Foresight Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-20,098	Closed	-$649K	–	62
2022 Q3	$649K	Sell	20,098 -2,786	-12%	-$93.9K	0.15%	62
2022 Q2	$782K	Buy	+22,884	New	+$804K	0.16%	54

Other funds holding LEMB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foresight Wealth Management's LEMB Position: Q4 2022 in Review

Foresight Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2022, closing a stake of 20,098 shares — an estimated $649K sold.

Foresight Wealth Management first reported a position in LEMB in Q2 2022 and held it in 2 quarters. The position peaked at $782K in Q2 2022. 85 funds tracked by Wall St. Rank hold LEMB as of Q4 2022.

Foresight Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 20,098 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $649K.
Foresight Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2022 and held it in 2 quarters.
Foresight Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $782K in Q2 2022.
85 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.