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LVZ Inc’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

LVZ Inc’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
2021
Q1 		– Sell
-19,810
Closed -$896K – 118
2020
Q4 		$896K Buy
19,810
+3,927
+25% +$170K 0.15% 40
2020
Q3 		$664K Buy
15,883
+807
+5% +$33.9K 0.14% 40
2020
Q2 		$615K Sell
15,076
-360
-2% -$14.1K 0.14% 48
2020
Q1 		$578K Buy
15,436
+233
+2% +$9.77K 0.14% 39
2019
Q4 		$667K Buy
+15,203
New +$682K 0.13% 50

Other funds holding LEMB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

LVZ Inc's LEMB Position: Q1 2021 in Review

LVZ Inc sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2021, closing a stake of 19,810 shares — an estimated $896K sold.

LVZ Inc first reported a position in LEMB in Q4 2019 and held it in 5 quarters. The position peaked at $896K in Q4 2020. 83 funds tracked by Wall St. Rank hold LEMB as of Q1 2021.

  • LVZ Inc reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
  • LVZ Inc sold 19,810 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2021, an estimated $896K.
  • LVZ Inc first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2019 and held it in 5 quarters.
  • LVZ Inc's iShares JPMorgan EM Local Currency Bond ETF position peaked at $896K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2021.

Based on LVZ Inc's 13F filing for Q1 2021, filed 8 Apr 2021.