Global Retirement Partners’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Global Retirement Partners’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 Q4	$907	Hold	20	–	–	﹤0.01%	3296
2024 Q3	$1.01K	Hold	20	–	–	﹤0.01%	3138
2024 Q2	$902	Hold	20	–	–	﹤0.01%	3193
2024 Q1	$877	Sell	20 -10	-33%	-$430	﹤0.01%	3008
2023 Q4	$1.25K	Sell	30 -584	-95%	-$25.1K	﹤0.01%	2833
2023 Q3	$25.8K	Buy	614 +226	+58%	+$10.1K	﹤0.01%	1547
2023 Q2	$17.4K	Sell	388 -147	-27%	-$6.6K	﹤0.01%	1737
2023 Q1	$23.7K	Buy	535 +290	+118%	+$13.2K	﹤0.01%	1560
2022 Q4	$10.4K	Buy	245 +97	+66%	+$4.15K	﹤0.01%	1764
2022 Q3	$6K	Buy	+148	New	+$6.76K	﹤0.01%	1875

Other funds holding LDEM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

MFG

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

CCWA

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Global Retirement Partners's LDEM Position: Q4 2024 in Review

Global Retirement Partners held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q4 2024 at 20 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Global Retirement Partners first reported a position in LDEM in Q3 2022 and has held it in 10 quarters since. The position peaked at $25.8K in Q3 2023. 32 funds tracked by Wall St. Rank hold LDEM as of Q4 2024.

Global Retirement Partners held 20 shares of iShares ESG MSCI EM Leaders ETF worth $907 as of Q4 2024.
Global Retirement Partners left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q4 2024.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3296 holding.
Global Retirement Partners first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2022 and has held it in 10 quarters since.
Global Retirement Partners's iShares ESG MSCI EM Leaders ETF position peaked at $25.8K in Q3 2023.
32 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.