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Matthew Hamilton Rosenberg’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Matthew Hamilton Rosenberg’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
2022
Q2 		– Sell
-57
Closed -$3K – 801
2022
Q1 		$3K Sell
57
-77
-57% -$4.31K ﹤0.01% 701
2021
Q4 		$8K Sell
134
-1,553
-92% -$94.4K ﹤0.01% 615
2021
Q3 		$103K Buy
+1,687
New +$106K 0.04% 279

Other funds holding LDEM

5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
WAL
W Advisors LLC Germantown, Tennessee $220M AUM 28.92% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Matthew Hamilton Rosenberg's LDEM Position: Q2 2022 in Review

Matthew Hamilton Rosenberg sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 57 shares — an estimated $3K sold.

Matthew Hamilton Rosenberg first reported a position in LDEM in Q3 2021 and held it in 3 quarters. The position peaked at $103K in Q3 2021. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

  • Matthew Hamilton Rosenberg reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 57 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $3K.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2021 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's iShares ESG MSCI EM Leaders ETF position peaked at $103K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2022, filed 15 Jul 2022.