Creative Planning’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Creative Planning’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 Q2	–	Sell	-3,764	Closed	-$203K	–	2424
2022 Q1	$203K	Sell	3,764 -12,680	-77%	-$709K	﹤0.01%	1883
2021 Q4	$947K	Buy	+16,444	New	+$999K	﹤0.01%	985

Other funds holding LDEM

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

WAL

W Advisors LLC Germantown, Tennessee $220M AUM 28.92% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Creative Planning's LDEM Position: Q2 2022 in Review

Creative Planning sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 3,764 shares — an estimated $203K sold.

Creative Planning first reported a position in LDEM in Q4 2021 and held it in 2 quarters. The position peaked at $947K in Q4 2021. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

Creative Planning reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 3,764 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $203K.
Creative Planning first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 2 quarters.
Creative Planning's iShares ESG MSCI EM Leaders ETF position peaked at $947K in Q4 2021.
41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.