Fortis Capital Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Fortis Capital 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
2023 Q2	–	Sell	-2,550	Closed	-$116K	–	401
2023 Q1	$116K	Hold	2,550	–	–	0.06%	154
2022 Q4	$109K	Buy	+2,550	New	+$109K	0.06%	201

Other funds holding LDEM

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

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

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

OMC

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

OWA

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

FTUS

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

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

MFG

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

Fortis Capital Advisors's LDEM Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2023, closing a stake of 2,550 shares — an estimated $116K sold.

Fortis Capital Advisors first reported a position in LDEM in Q4 2022 and held it in 2 quarters. The position peaked at $116K in Q1 2023. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2023.

Fortis Capital Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 2,550 iShares ESG MSCI EM Leaders ETF shares in Q2 2023, an estimated $116K.
Fortis Capital Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $116K in Q1 2023.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.