CT
LDEM icon

Caldwell Trust’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Caldwell Trust’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
-670
Closed -$30.5K – 771
2023
Q1 		$30.5K Buy
670
+31
+5% +$1.42K ﹤0.01% 499
2022
Q4 		$27.2K Buy
639
+68
+12% +$2.91K ﹤0.01% 502
2022
Q3 		$23.3K Buy
571
+308
+117% +$14.1K ﹤0.01% 518
2022
Q2 		$12.5K Hold
263
– – ﹤0.01% 599
2022
Q1 		$14.2K Buy
263
+38
+17% +$2.13K ﹤0.01% 608
2021
Q4 		$13K Hold
225
– – ﹤0.01% 615
2021
Q3 		$13.8K Hold
225
– – ﹤0.01% 598
2021
Q2 		$14.8K Buy
+225
New +$14.4K ﹤0.01% 604

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Bank of Montreal
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OMC
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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 $71.6B AUM 21.08% 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 $13.4B AUM 19.09% 1-Year Est. Return