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

Selective 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
2020 Q3	–	Sell	-579	Closed	-$24K	–	372
2020 Q2	$24K	Hold	579	–	–	0.02%	154
2020 Q1	$22K	Hold	579	–	–	0.03%	97
2019 Q4	$25K	Hold	579	–	–	0.03%	105
2019 Q3	$26K	Buy	+579	New	+$26.3K	0.04%	104

Other funds holding LEMB

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Selective Wealth Management's LEMB Position: Q3 2020 in Review

Selective Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2020, closing a stake of 579 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in LEMB in Q3 2019 and held it in 4 quarters. The position peaked at $26K in Q3 2019. 70 funds tracked by Wall St. Rank hold LEMB as of Q3 2020.

Selective Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 579 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2020, an estimated $24K.
Selective Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $26K in Q3 2019.
70 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.