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Confluence Wealth Services’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-920
Closed -$52K – 744
2021
Q4 		$52K Buy
+920
New +$55.9K 0.02% 466

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Confluence Wealth Services's LDEM Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2022, closing a stake of 920 shares — an estimated $52K sold.

Confluence Wealth Services first reported a position in LDEM in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 49 funds tracked by Wall St. Rank hold LDEM as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 920 iShares ESG MSCI EM Leaders ETF shares in Q1 2022, an estimated $52K.
  • Confluence Wealth Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares ESG MSCI EM Leaders ETF position peaked at $52K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.