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CFS Investment Advisory Services’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-25,713
Closed -$1K – 199
2022
Q3 		$1K Buy
+25,713
New +$1.17M ﹤0.01% 197
2022
Q2 		– Sell
-27,748
Closed -$1K – 391
2022
Q1 		$1K Buy
+27,748
New +$1.55M ﹤0.01% 363

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

CFS Investment Advisory Services's LDEM Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2022, closing a stake of 25,713 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in LDEM in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 46 funds tracked by Wall St. Rank hold LDEM as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 25,713 iShares ESG MSCI EM Leaders ETF shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's iShares ESG MSCI EM Leaders ETF position peaked at $1K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.