Goodwin Investment Advisory’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Goodwin Investment Advisory’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 Q4	–	Sell	-846	Closed	-$36.2K	–	80
2023 Q3	$36.2K	Sell	846 -432	-34%	-$19.3K	0.02%	65
2023 Q2	$57.2K	Sell	1,278 -790	-38%	-$35.5K	0.03%	61
2023 Q1	$94.2K	Buy	2,068 +101	+5%	+$4.61K	0.06%	56
2022 Q4	$83.9K	Sell	1,967 -2,525	-56%	-$108K	0.06%	65
2022 Q3	$183K	Buy	4,492 +3,233	+257%	+$148K	0.14%	50
2022 Q2	$59.7K	Sell	1,259 -1,227	-49%	-$60.9K	0.05%	57
2022 Q1	$134K	Sell	2,486 -3,752	-60%	-$210K	0.09%	50
2021 Q4	$359K	Buy	6,238 +6,210	+22,179%	+$377K	0.27%	31
2021 Q3	$2K	Buy	+28	New	+$1.76K	﹤0.01%	131

Other funds holding LDEM

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

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

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

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

FTUS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

CCWA

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

Goodwin Investment Advisory's LDEM Position: Q4 2023 in Review

Goodwin Investment Advisory sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 846 shares — an estimated $36.2K sold.

Goodwin Investment Advisory first reported a position in LDEM in Q3 2021 and held it in 9 quarters. The position peaked at $359K in Q4 2021. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

Goodwin Investment Advisory reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 846 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $36.2K.
Goodwin Investment Advisory first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2021 and held it in 9 quarters.
Goodwin Investment Advisory's iShares ESG MSCI EM Leaders ETF position peaked at $359K in Q4 2021.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on Goodwin Investment Advisory's 13F filing for Q4 2023, filed 31 Jan 2024.