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RWA Wealth Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

RWA Wealth Partners’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 		$659K Sell
15,520
-11,068
-42% -$465K 0.01% 426
2026
Q1 		$1.08M Sell
26,588
-156,391
-85% -$6.56M 0.01% 332
2025
Q4 		$7.61M Buy
182,979
+2,488
+1% +$104K 0.08% 134
2025
Q3 		$7.44M Buy
180,491
+12,295
+7% +$500K 0.08% 138
2025
Q2 		$6.79M Buy
168,196
+118,893
+241% +$4.61M 0.09% 128
2025
Q1 		$1.85M Buy
49,303
+23,778
+93% +$881K 0.02% 257
2024
Q4 		$921K Hold
25,525
– – 0.01% 339
2024
Q3 		$982K Hold
25,525
– – 0.01% 327
2024
Q2 		$910K Hold
25,525
– – 0.01% 315
2024
Q1 		$921K Sell
25,525
-375
-1% -$13.5K 0.01% 315
2023
Q4 		$951K Hold
25,900
– – 0.01% 296
2023
Q3 		$902K Sell
25,900
-51,110
-66% -$1.87M 0.02% 202
2023
Q2 		$2.85M Buy
+77,010
New +$2.81M 0.06% 107
2023
Q1 		– Sell
-66,782
Closed -$2.37M – 264
2022
Q4 		$2.37M Buy
+66,782
New +$2.24M 0.06% 98
2021
Q1 		– Sell
-18,133
Closed -$821K – 245
2020
Q4 		$821K Buy
+18,133
New +$786K 0.07% 130
2019
Q1 		– Sell
-33,898
Closed -$1.46M – 239
2018
Q4 		$1.46M Buy
+33,898
New +$1.48M 0.19% 98
2018
Q2 		– Sell
-27,562
Closed -$1.39M – 823
2018
Q1 		$1.39M Buy
27,562
+4,464
+19% +$223K 0.18% 97
2017
Q4 		$1.11M Buy
23,098
+224
+1% +$10.6K 0.13% 114
2017
Q3 		$1.1M Buy
+22,874
New +$1.1M 0.12% 113

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

RWA Wealth Partners's LEMB Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 42% in Q2 2026, selling an estimated $465K and leaving 15,520 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #426.

RWA Wealth Partners first reported a position in LEMB in Q3 2017 and has held it in 19 quarters since. The position peaked at $7.61M in Q4 2025. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • RWA Wealth Partners held 15,520 shares of iShares JPMorgan EM Local Currency Bond ETF worth $659K as of Q2 2026.
  • RWA Wealth Partners sold 11,068 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $465K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #426 holding.
  • RWA Wealth Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and has held it in 19 quarters since.
  • RWA Wealth Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $7.61M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.