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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $884M AUM 5.86% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return