Harbour Investments’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Harbour Investments’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 Q1	–	Sell	-349	Closed	-$15.3K	–	3279
2023 Q4	$15.3K	Buy	+349	New	+$15K	﹤0.01%	1986

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

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

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

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

Harbour Investments's LDEM Position: Q1 2024 in Review

Harbour Investments sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2024, closing a stake of 349 shares — an estimated $15.3K sold.

Harbour Investments first reported a position in LDEM in Q4 2023 and held it in 1 quarter. The position peaked at $15.3K in Q4 2023. 31 funds tracked by Wall St. Rank hold LDEM as of Q1 2024.

Harbour Investments reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2024 after selling out during the quarter.
Harbour Investments sold 349 iShares ESG MSCI EM Leaders ETF shares in Q1 2024, an estimated $15.3K.
Harbour Investments first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2023 and held it in 1 quarter.
Harbour Investments's iShares ESG MSCI EM Leaders ETF position peaked at $15.3K in Q4 2023.
31 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2024.

Based on Harbour Investments's 13F filing for Q1 2024, filed 22 Jul 2024.