LFA
LDEM icon

LGT Financial Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

LGT Financial 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
2024
Q4 		– Sell
-340
Closed -$17.1K – 750
2024
Q3 		$17.1K Hold
340
– – 0.04% 309
2024
Q2 		$15.3K Buy
340
+3
+0.9% +$134 0.03% 374
2024
Q1 		$14.8K Hold
337
– – 0.02% 423
2023
Q4 		$14.8K Buy
337
+8
+2% +$343 0.02% 402
2023
Q3 		$14.1K Buy
+329
New +$14.7K 0.02% 414
2023
Q1 		– Sell
-1,655
Closed -$70.6K – 157
2022
Q4 		$70.6K Buy
+1,655
New +$70.9K 0.08% 126

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LGT Financial Advisors's LDEM Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2024, closing a stake of 340 shares — an estimated $17.1K sold.

LGT Financial Advisors first reported a position in LDEM in Q4 2022 and held it in 6 quarters. The position peaked at $70.6K in Q4 2022. 32 funds tracked by Wall St. Rank hold LDEM as of Q4 2024.

  • LGT Financial Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 340 iShares ESG MSCI EM Leaders ETF shares in Q4 2024, an estimated $17.1K.
  • LGT Financial Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and held it in 6 quarters.
  • LGT Financial Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $70.6K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.