Iams Wealth Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Iams Wealth Management’s Portfolio FEMB Stock Details FEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-78,322	Closed	-$2.29M	–	194
2026 Q2	$2.29M	Sell	78,322 -1,261	-2%	-$37.1K	0.69%	42
2026 Q1	$2.29M	Buy	79,583 +9,615	+14%	+$289K	0.8%	42
2025 Q4	$2.09M	Buy	+69,968	New	+$2.06M	0.75%	42
2025 Q1	–	Sell	-9,122	Closed	-$237K	–	162
2024 Q4	$237K	Sell	9,122 -588	-6%	-$16K	0.11%	150
2024 Q3	$281K	Buy	9,710 +541	+6%	+$15.2K	0.14%	127
2024 Q2	$249K	Buy	+9,169	New	+$253K	0.14%	125

Other funds holding FEMB

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Iams Wealth Management's FEMB Position: Q3 2026 in Review

Iams Wealth Management sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2026, closing a stake of 78,322 shares — an estimated $2.29M sold.

Iams Wealth Management first reported a position in FEMB in Q2 2024 and held it in 6 quarters. The position peaked at $2.29M in Q2 2026. 24 funds tracked by Wall St. Rank hold FEMB as of Q3 2026.

Iams Wealth Management reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2026 after selling out during the quarter.
Iams Wealth Management sold 78,322 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2026, an estimated $2.29M.
Iams Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q2 2024 and held it in 6 quarters.
Iams Wealth Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $2.29M in Q2 2026.
24 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.