EverSource Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Sell |
866
-2
| -0.2% | -$108 | ﹤0.01% | 1656 |
|
|
2025
Q1 | $42.3K | Sell |
868
-24
| -3% | -$1.17K | ﹤0.01% | 1311 |
|
|
2024
Q4 | $40.5K | Hold |
892
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q3 | $44.9K | Sell |
892
-272
| -23% | -$13.7K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $53.2K | Sell |
1,164
-2
| -0.2% | -$91 | ﹤0.01% | 1059 |
|
|
2024
Q1 | $51K | Sell |
1,166
-49
| -4% | -$2.14K | ﹤0.01% | 978 |
|
|
2023
Q4 | $53.4K | Sell |
1,215
-57
| -4% | -$2.51K | ﹤0.01% | 873 |
|
|
2023
Q3 | $54.4K | Sell |
1,272
-195
| -13% | -$8.34K | 0.01% | 776 |
|
|
2023
Q2 | $65.7K | Hold |
1,467
| – | – | 0.01% | 730 |
|
|
2023
Q1 | $66.8K | Hold |
1,467
| – | – | 0.01% | 679 |
|
|
2022
Q4 | $62.5K | Sell |
1,467
-524
| -26% | -$22.3K | 0.01% | 667 |
|
|
2022
Q3 | $81K | Buy |
1,991
+1,301
| +189% | +$52.9K | 0.02% | 498 |
|
|
2022
Q2 | $33K | Sell |
690
-1,984
| -74% | -$94.9K | 0.01% | 703 |
|
|
2022
Q1 | $144K | Buy |
2,674
+1,634
| +157% | +$88K | 0.04% | 287 |
|
|
2021
Q4 | $60K | Buy |
+1,040
| New | +$60K | 0.02% | 391 |
|