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Keebeck Wealth Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Keebeck Wealth Management’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
-5,446
Closed -$239K – 285
2023
Q4 		$239K Sell
5,446
-23,367
-81% -$1M 0.04% 243
2023
Q3 		$1.23M Buy
28,813
+3,319
+13% +$148K 0.21% 108
2023
Q2 		$1.14M Buy
25,494
+7,759
+44% +$349K 0.16% 119
2023
Q1 		$807K Buy
17,735
+1,453
+9% +$66.3K 0.13% 128
2022
Q4 		$694K Sell
16,282
-1,742
-10% -$74.6K 0.12% 129
2022
Q3 		$734K Sell
18,024
-5,261
-23% -$240K 0.14% 120
2022
Q2 		$1.1M Buy
23,285
+13,824
+146% +$686K 0.21% 104
2022
Q1 		$510K Buy
9,461
+3,056
+48% +$171K 0.08% 159
2021
Q4 		$369K Buy
+6,405
New +$389K 0.07% 171
2021
Q3 		– Sell
-10,049
Closed -$661K – 233
2021
Q2 		$661K Buy
10,049
+5,153
+105% +$331K 0.1% 143
2021
Q1 		$308K Buy
+4,896
New +$314K 0.05% 194

Other funds holding LDEM

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
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
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Keebeck Wealth Management's LDEM Position: Q1 2024 in Review

Keebeck Wealth Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2024, closing a stake of 5,446 shares — an estimated $239K sold.

Keebeck Wealth Management first reported a position in LDEM in Q1 2021 and held it in 11 quarters. The position peaked at $1.23M in Q3 2023. 31 funds tracked by Wall St. Rank hold LDEM as of Q1 2024.

  • Keebeck Wealth Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 5,446 iShares ESG MSCI EM Leaders ETF shares in Q1 2024, an estimated $239K.
  • Keebeck Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2021 and held it in 11 quarters.
  • Keebeck Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $1.23M in Q3 2023.
  • 31 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2024.

Based on Keebeck Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.