LEMB — iShares Emerging Markets

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in iShares Emerging Markets (LEMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.91% (2025 Q4)

Avg. % of fund

1.24%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	122,170	+20,455	+20.1%	2.91%	$5.1M	$41.57
2025 Q3	ADDED	101,715	+16,720	+19.7%	2.60%	$4.2M	$40.22
2025 Q2	ADDED	84,995	+30,370	+55.6%	2.29%	$3.4M	$39.42
2025 Q1	ADDED	54,625	+11,735	+27.4%	1.51%	$2.0M	$36.56

% of Fund (quarterly) LEMB price (monthly, adj. close)

Other funds also holding LEMB

As of 2025 Q4 — sorted by position size

STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 5.53% Checchi Capital Advisers, LLC 3Y 7Y 1.31% Obsido Oy 1.31% Private Wealth Advisors, LLC 3Y 1.27% KITCHING PARTNERS, LLC 1.07% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.82% Motley Fool Wealth Management, LLC 3Y 7Y 0.79% New Capital Management LP 3Y 7Y 0.66% PARTNERS CAPITAL INVESTMENT GROUP, LLP 3Y 7Y 0.6% RHS Financial, LLC 3Y 7Y 0.59%

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