High Falls Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

High Falls 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 Q4	–	Sell	-8,197	Closed	-$351K	–	114
2023 Q3	$351K	Buy	8,197 +2,576	+46%	+$115K	0.11%	65
2023 Q2	$252K	Buy	+5,621	New	+$253K	0.07%	87

Other funds holding LDEM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $78.6B AUM 28.08% 1-Year Est. Return

OWA

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

CCWA

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

High Falls Advisors's LDEM Position: Q4 2023 in Review

High Falls Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 8,197 shares — an estimated $351K sold.

High Falls Advisors first reported a position in LDEM in Q2 2023 and held it in 2 quarters. The position peaked at $351K in Q3 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

High Falls Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
High Falls Advisors sold 8,197 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $351K.
High Falls Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2023 and held it in 2 quarters.
High Falls Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $351K in Q3 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on High Falls Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.