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

Clearstead 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
Q3 		– Sell
-940
Closed -$45K – 1312
2022
Q2 		$45K Sell
940
-7
-0.7% -$347 ﹤0.01% 642
2022
Q1 		$51K Buy
947
+262
+38% +$14.7K ﹤0.01% 678
2021
Q4 		$39K Buy
+685
New +$41.6K ﹤0.01% 700

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 $803M AUM 17.67% 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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Clearstead Advisors's LDEM Position: Q3 2022 in Review

Clearstead Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q3 2022, closing a stake of 940 shares — an estimated $45K sold.

Clearstead Advisors first reported a position in LDEM in Q4 2021 and held it in 3 quarters. The position peaked at $51K in Q1 2022. 38 funds tracked by Wall St. Rank hold LDEM as of Q3 2022.

  • Clearstead Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q3 2022 after selling out during the quarter.
  • Clearstead Advisors sold 940 iShares ESG MSCI EM Leaders ETF shares in Q3 2022, an estimated $45K.
  • Clearstead Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 3 quarters.
  • Clearstead Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $51K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2022.

Based on Clearstead Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.