MWM
LDEM icon

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

Modera 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
Q1 		– Sell
-8,720
Closed -$502K – 488
2021
Q4 		$502K Buy
8,720
+3,720
+74% +$226K 0.02% 274
2021
Q3 		$306K Buy
+5,000
New +$314K 0.02% 206

Other funds holding LDEM

5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
WAL
W Advisors LLC Germantown, Tennessee $195M AUM 22.86% 1-Year Est. Return

Modera Wealth Management's LDEM Position: Q1 2022 in Review

Modera Wealth Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2022, closing a stake of 8,720 shares — an estimated $502K sold.

Modera Wealth Management first reported a position in LDEM in Q3 2021 and held it in 2 quarters. The position peaked at $502K in Q4 2021. 49 funds tracked by Wall St. Rank hold LDEM as of Q1 2022.

  • Modera Wealth Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 8,720 iShares ESG MSCI EM Leaders ETF shares in Q1 2022, an estimated $502K.
  • Modera Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2021 and held it in 2 quarters.
  • Modera Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $502K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.