EverSource Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Sell |
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|
2025
Q1 | $42.3K | Sell |
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|
2024
Q4 | $40.5K | Hold |
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|
2024
Q3 | $44.9K | Sell |
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|
2024
Q2 | $53.2K | Sell |
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|
2024
Q1 | $51K | Sell |
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|
2023
Q4 | $53.4K | Sell |
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|
2023
Q3 | $54.4K | Sell |
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|
2023
Q2 | $65.7K | Hold |
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|
2023
Q1 | $66.8K | Hold |
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|
2022
Q4 | $62.5K | Sell |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $33K | Sell |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $60K | Buy |
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