MML Investors Services
LDEM icon

MML Investors Services’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

MML Investors 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
2023
Q1 		– Sell
-7,110
Closed -$303K – 2186
2022
Q4 		$303K Buy
+7,110
New +$304K ﹤0.01% 1770

Other funds holding LDEM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MML Investors Services's LDEM Position: Q1 2023 in Review

MML Investors Services sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2023, closing a stake of 7,110 shares — an estimated $303K sold.

MML Investors Services first reported a position in LDEM in Q4 2022 and held it in 1 quarter. The position peaked at $303K in Q4 2022. 38 funds tracked by Wall St. Rank hold LDEM as of Q1 2023.

  • MML Investors Services reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • MML Investors Services sold 7,110 iShares ESG MSCI EM Leaders ETF shares in Q1 2023, an estimated $303K.
  • MML Investors Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and held it in 1 quarter.
  • MML Investors Services's iShares ESG MSCI EM Leaders ETF position peaked at $303K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2023.

Based on MML Investors Services's 13F filing for Q1 2023, filed 12 May 2023.