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

Simplicity 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
2025 Q4	–	Sell	-5,550	Closed	-$229K	–	742
2025 Q3	$229K	Hold	5,550	–	–	0.01%	642
2025 Q2	$224K	Hold	5,550	–	–	0.01%	555
2025 Q1	$208K	Hold	5,550	–	–	0.02%	520
2024 Q4	$200K	Hold	5,550	–	–	0.04%	313
2024 Q3	$213K	Sell	5,550 -31,483	-85%	-$1.17M	0.02%	466
2024 Q2	$1.32M	Buy	37,033 +1,755	+5%	+$63K	0.03%	445
2024 Q1	$1.27M	Buy	+35,278	New	+$1.27M	0.03%	457

Other funds holding LEMB

BlackRock New York $6.73T AUM 46.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Simplicity Wealth's LEMB Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2025, closing a stake of 5,550 shares — an estimated $229K sold.

Simplicity Wealth first reported a position in LEMB in Q1 2024 and held it in 7 quarters. The position peaked at $1.32M in Q2 2024. 109 funds tracked by Wall St. Rank hold LEMB as of Q4 2025.

Simplicity Wealth reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 5,550 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2025, an estimated $229K.
Simplicity Wealth first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2024 and held it in 7 quarters.
Simplicity Wealth's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.32M in Q2 2024.
109 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.