Kelly Financial Services’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-57	Closed	-$2.57K	–	471
2024 Q2	$2.57K	Hold	57	–	–	﹤0.01%	562
2024 Q1	$2.5K	Hold	57	–	–	﹤0.01%	569
2023 Q4	$2.51K	Sell	57 -10	-15%	-$429	﹤0.01%	555
2023 Q3	$2.87K	Buy	+67	New	+$2.99K	﹤0.01%	518

Other funds holding LDEM

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kelly Financial Services's LDEM Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q3 2024, closing a stake of 57 shares — an estimated $2.57K sold.

Kelly Financial Services first reported a position in LDEM in Q3 2023 and held it in 4 quarters. The position peaked at $2.87K in Q3 2023. 32 funds tracked by Wall St. Rank hold LDEM as of Q3 2024.

Kelly Financial Services reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 57 iShares ESG MSCI EM Leaders ETF shares in Q3 2024, an estimated $2.57K.
Kelly Financial Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2023 and held it in 4 quarters.
Kelly Financial Services's iShares ESG MSCI EM Leaders ETF position peaked at $2.87K in Q3 2023.
32 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.