Financial Synergies Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-202	Closed	-$8.87K	–	276
2024 Q1	$8.87K	Buy	202 +68	+51%	+$2.92K	﹤0.01%	256
2023 Q4	$5.73K	Sell	134 -32	-19%	-$1.37K	﹤0.01%	211
2023 Q3	$7.12K	Buy	166 +14	+9%	+$624	﹤0.01%	250
2023 Q2	$6.82K	Buy	152 +11	+8%	+$494	﹤0.01%	248
2023 Q1	$6.44K	Buy	141 +7	+5%	+$320	﹤0.01%	252
2022 Q4	$5.73K	Buy	134 +29	+28%	+$1.24K	﹤0.01%	211
2022 Q3	$4.26K	Buy	105 +14	+15%	+$640	﹤0.01%	195
2022 Q2	$4.3K	Buy	+91	New	+$4.52K	﹤0.01%	195

Other funds holding LDEM

FTUS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MFG

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CCWA

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

Financial Synergies Wealth Advisors's LDEM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2024, closing a stake of 202 shares — an estimated $8.87K sold.

Financial Synergies Wealth Advisors first reported a position in LDEM in Q2 2022 and held it in 8 quarters. The position peaked at $8.87K in Q1 2024. 30 funds tracked by Wall St. Rank hold LDEM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 202 iShares ESG MSCI EM Leaders ETF shares in Q2 2024, an estimated $8.87K.
Financial Synergies Wealth Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $8.87K in Q1 2024.
30 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.