Envestnet Asset Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Envestnet Asset Management’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
2023 Q4	–	Sell	-6,028	Closed	-$258K	–	4111
2023 Q3	$258K	Buy	6,028 +1,314	+28%	+$58.6K	﹤0.01%	3615
2023 Q2	$211K	Sell	4,714 -7,005	-60%	-$315K	﹤0.01%	3682
2023 Q1	$534K	Sell	11,719 -40,740	-78%	-$1.86M	﹤0.01%	3091
2022 Q4	$2.24M	Buy	52,459 +44,532	+562%	+$1.91M	﹤0.01%	2082
2022 Q3	$323K	Sell	7,927 -1,845	-19%	-$84.3K	﹤0.01%	3288
2022 Q2	$464K	Sell	9,772 -7,393	-43%	-$367K	﹤0.01%	3089
2022 Q1	$925K	Sell	17,165 -4,454	-21%	-$249K	﹤0.01%	2726
2021 Q4	$1.25M	Buy	+21,619	New	+$1.31M	﹤0.01%	2479

Other funds holding LDEM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

OWA

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management's LDEM Position: Q4 2023 in Review

Envestnet Asset Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 6,028 shares — an estimated $258K sold.

Envestnet Asset Management first reported a position in LDEM in Q4 2021 and held it in 8 quarters. The position peaked at $2.24M in Q4 2022. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

Envestnet Asset Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
Envestnet Asset Management sold 6,028 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $258K.
Envestnet Asset Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 8 quarters.
Envestnet Asset Management's iShares ESG MSCI EM Leaders ETF position peaked at $2.24M in Q4 2022.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.