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

Cypress 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
Q2 		– Sell
-8,232
Closed -$444K – 246
2022
Q1 		$444K Buy
8,232
+3,772
+85% +$211K 0.12% 133
2021
Q4 		$257K Buy
+4,460
New +$271K 0.07% 191

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OMC
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WP
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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
WAL
W Advisors LLC Germantown, Tennessee $195M AUM 22.86% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Cypress Wealth Services's LDEM Position: Q2 2022 in Review

Cypress Wealth Services sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 8,232 shares — an estimated $444K sold.

Cypress Wealth Services first reported a position in LDEM in Q4 2021 and held it in 2 quarters. The position peaked at $444K in Q1 2022. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

  • Cypress Wealth Services reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 8,232 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $444K.
  • Cypress Wealth Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 2 quarters.
  • Cypress Wealth Services's iShares ESG MSCI EM Leaders ETF position peaked at $444K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.