MASECO Private Wealth’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

MASECO Private Wealth’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	$3.82M	Sell	90,021 -6,797	-7%	-$285K	0.11%	38
2026 Q1	$3.95M	Sell	96,818 -28,206	-23%	-$1.18M	0.12%	38
2025 Q4	$5.2M	Buy	+125,024	New	+$5.2M	0.23%	27
2025 Q3	–	Sell	-227,727	Closed	-$9.2M	–	404
2025 Q2	$9.2M	Buy	+227,727	New	+$8.83M	0.35%	31

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

MASECO Private Wealth's LEMB Position: Q2 2026 in Review

MASECO Private Wealth reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 7% in Q2 2026, selling an estimated $285K and leaving 90,021 shares worth $3.82M. The position accounts for 0.11% of the portfolio, ranked #38.

MASECO Private Wealth first reported a position in LEMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.2M in Q2 2025. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

MASECO Private Wealth held 90,021 shares of iShares JPMorgan EM Local Currency Bond ETF worth $3.82M as of Q2 2026.
MASECO Private Wealth sold 6,797 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $285K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.11% of MASECO Private Wealth's portfolio in Q2 2026, its #38 holding.
MASECO Private Wealth first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's iShares JPMorgan EM Local Currency Bond ETF position peaked at $9.2M in Q2 2025.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.