MWM
LDEM icon

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

Mission 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
2022
Q2 		– Sell
-7,505
Closed -$404K – 541
2022
Q1 		$404K Sell
7,505
-6,933
-48% -$388K 0.02% 353
2021
Q4 		$831K Buy
+14,438
New +$877K 0.04% 218

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 $195M AUM 22.86% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Mission Wealth Management's LDEM Position: Q2 2022 in Review

Mission Wealth Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 7,505 shares — an estimated $404K sold.

Mission Wealth Management first reported a position in LDEM in Q4 2021 and held it in 2 quarters. The position peaked at $831K in Q4 2021. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

  • Mission Wealth Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
  • Mission Wealth Management sold 7,505 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $404K.
  • Mission Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 2 quarters.
  • Mission Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $831K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Mission Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.