MFA
LDEM icon

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

Mayflower 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
2023
Q4 		– Sell
-7,495
Closed -$321K – 353
2023
Q3 		$321K Buy
+7,495
New +$334K 0.05% 248
2022
Q3 		– Sell
-5,439
Closed -$258K – 350
2022
Q2 		$258K Buy
+5,439
New +$270K 0.04% 279

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mayflower Financial Advisors's LDEM Position: Q4 2023 in Review

Mayflower Financial Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 7,495 shares — an estimated $321K sold.

Mayflower Financial Advisors first reported a position in LDEM in Q2 2022 and held it in 2 quarters. The position peaked at $321K in Q3 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

  • Mayflower Financial Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 7,495 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $321K.
  • Mayflower Financial Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2022 and held it in 2 quarters.
  • Mayflower Financial Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $321K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on Mayflower Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.