LEMB — ISHARES INC

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES INC (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
0.04% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,550 — 0% 0.01% $229K $40.22
2025 Q2 UNCHANGED 5,550 — 0% 0.01% $224K $39.42
2025 Q1 UNCHANGED 5,550 — 0% 0.02% $208K $36.56
2024 Q4 UNCHANGED 5,550 — 0% 0.04% $200K $35.22
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% LAM GROUP, INC. 3Y 2.91% 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%
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