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Aaron Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Aaron Wealth Advisors’s Portfolio LDEM Stock Details LDEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-110,723
Closed -$2.06M – 544
2022
Q1 		$2.06M Buy
+110,723
New +$6.19M 0.03% 227

Other funds holding LDEM

5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
WAL
W Advisors LLC Germantown, Tennessee $195M AUM 22.86% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Aaron Wealth Advisors's LDEM Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 110,723 shares — an estimated $2.06M sold.

Aaron Wealth Advisors first reported a position in LDEM in Q1 2022 and held it in 1 quarter. The position peaked at $2.06M in Q1 2022. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 110,723 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $2.06M.
  • Aaron Wealth Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $2.06M in Q1 2022.
  • 41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.