Glass Jacobson Investment Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39K | Sell |
100
-555
| -85% | -$29.9K | ﹤0.01% | 471 |
|
|
2025
Q1 | $29.7K | Hold |
655
| – | – | 0.01% | 453 |
|
|
2024
Q4 | $29.7K | Buy |
655
+3
| +0.5% | +$136 | 0.01% | 453 |
|
|
2024
Q3 | $32.8K | Sell |
652
-1,267
| -66% | -$63.7K | 0.01% | 430 |
|
|
2024
Q2 | $86.6K | Sell |
1,919
-473
| -20% | -$21.3K | 0.03% | 288 |
|
|
2024
Q1 | $105K | Sell |
2,392
-563
| -19% | -$24.7K | 0.04% | 267 |
|
|
2023
Q4 | $130K | Sell |
2,955
-6,030
| -67% | -$265K | 0.05% | 245 |
|
|
2023
Q3 | $384K | Sell |
8,985
-1,573
| -15% | -$67.3K | 0.18% | 140 |
|
|
2023
Q2 | $473K | Buy |
+10,558
| New | +$473K | 0.22% | 122 |
|
|
2022
Q4 | $478K | Buy |
+11,214
| New | +$478K | 0.24% | 117 |
|