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Belpointe Asset Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-2,990
Closed -$136K – 2119
2023
Q1 		$136K Buy
2,990
+1
+0% +$46 0.01% 1136
2022
Q4 		$127K Buy
2,989
+62
+2% +$2.65K 0.01% 1114
2022
Q3 		$119K Sell
2,927
-127
-4% -$5.8K 0.01% 1075
2022
Q2 		$145K Sell
3,054
-1
-0% -$50 0.01% 954
2022
Q1 		$164K Buy
3,055
+150
+5% +$8.39K 0.01% 986
2021
Q4 		$167K Buy
+2,905
New +$177K 0.01% 968

Other funds holding LDEM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $803M AUM 17.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Belpointe Asset Management's LDEM Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2023, closing a stake of 2,990 shares — an estimated $136K sold.

Belpointe Asset Management first reported a position in LDEM in Q4 2021 and held it in 6 quarters. The position peaked at $167K in Q4 2021. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,990 iShares ESG MSCI EM Leaders ETF shares in Q2 2023, an estimated $136K.
  • Belpointe Asset Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 6 quarters.
  • Belpointe Asset Management's iShares ESG MSCI EM Leaders ETF position peaked at $167K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.