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My Legacy Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

My Legacy 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
-6,353
Closed -$266K – 209
2023
Q3 		$266K Sell
6,353
-2,249
-26% -$100K 0.11% 180
2023
Q2 		$400K Buy
8,602
+1,959
+29% +$88K 0.16% 163
2023
Q1 		$302K Buy
6,643
+1,530
+30% +$69.9K 0.13% 180
2022
Q4 		$240K Sell
5,113
-1,259
-20% -$53.9K 0.1% 191
2022
Q3 		$253K Buy
6,372
+1,304
+26% +$59.6K 0.13% 186
2022
Q2 		$232K Buy
+5,068
New +$251K 0.12% 187

Other funds holding LDEM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $69.9B AUM 22.19% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

My Legacy Advisors's LDEM Position: Q4 2023 in Review

My Legacy Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 6,353 shares — an estimated $266K sold.

My Legacy Advisors first reported a position in LDEM in Q2 2022 and held it in 6 quarters. The position peaked at $400K in Q2 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

  • My Legacy Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
  • My Legacy Advisors sold 6,353 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $266K.
  • My Legacy Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2022 and held it in 6 quarters.
  • My Legacy Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $400K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.