Jeff Yass’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Jeff Yass’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 Q2	–	Sell	-5,795	Closed	-$254K	–	12717
2024 Q1	$254K	Sell	5,795 -3,800	-40%	-$163K	﹤0.01%	10088
2023 Q4	$422K	Buy	+9,595	New	+$412K	﹤0.01%	9073
2023 Q2	–	Sell	-8,852	Closed	-$403K	–	12671
2023 Q1	$403K	Sell	8,852 -14,743	-62%	-$673K	﹤0.01%	9083
2022 Q4	$1.01M	Sell	23,595 -10,405	-31%	-$445K	﹤0.01%	6174
2022 Q3	$1.39M	Sell	34,000 -3,537	-9%	-$162K	﹤0.01%	5771
2022 Q2	$1.78M	Buy	37,537 +4,029	+12%	+$200K	﹤0.01%	5156
2022 Q1	$1.84M	Sell	33,508 -7,382	-18%	-$413K	﹤0.01%	5663
2021 Q4	$2.35M	Buy	+40,890	New	+$2.48M	﹤0.01%	5120

Other funds holding LDEM

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MFG

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

CCWA

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

Jeff Yass's LDEM Position: Q2 2024 in Review

Jeff Yass sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2024, closing a stake of 5,795 shares — an estimated $254K sold.

Jeff Yass first reported a position in LDEM in Q4 2021 and held it in 8 quarters. The position peaked at $2.35M in Q4 2021. 30 funds tracked by Wall St. Rank hold LDEM as of Q2 2024.

Jeff Yass reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2024 after selling out during the quarter.
Jeff Yass sold 5,795 iShares ESG MSCI EM Leaders ETF shares in Q2 2024, an estimated $254K.
Jeff Yass first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 8 quarters.
Jeff Yass's iShares ESG MSCI EM Leaders ETF position peaked at $2.35M in Q4 2021.
30 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2024.

Based on Susquehanna International Group's 13F filing for Q2 2024, filed 15 Aug 2024.