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Balasa Dinverno & Foltz’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		$1.21M Buy
29,714
+3,742
+14% +$171K 0.08% 106
2022
Q2 		$1.23M Buy
25,972
+11,135
+75% +$553K 0.08% 107
2022
Q1 		$799K Buy
14,837
+7,154
+93% +$400K 0.05% 149
2021
Q4 		$442K Buy
7,683
+4,014
+109% +$244K 0.03% 220
2021
Q3 		$224K Buy
3,669
+589
+19% +$36.9K 0.02% 302
2021
Q2 		$203K Buy
+3,080
New +$198K 0.01% 321

Other funds holding LDEM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Balasa Dinverno & Foltz's LDEM Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 14% in Q3 2022, buying an estimated $171K and bringing the position to 29,714 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #106.

Balasa Dinverno & Foltz first reported a position in LDEM in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.23M in Q2 2022. 38 funds tracked by Wall St. Rank hold LDEM as of Q3 2022.

  • Balasa Dinverno & Foltz held 29,714 shares of iShares ESG MSCI EM Leaders ETF worth $1.21M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 3,742 iShares ESG MSCI EM Leaders ETF shares in Q3 2022, an estimated $171K.
  • iShares ESG MSCI EM Leaders ETF made up 0.08% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #106 holding.
  • Balasa Dinverno & Foltz first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and has held it in 6 quarters since.
  • Balasa Dinverno & Foltz's iShares ESG MSCI EM Leaders ETF position peaked at $1.23M in Q2 2022.
  • 38 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.