One Advisory Partners’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

One Advisory Partners’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	-9,125	Closed	-$390K	–	47
2023 Q3	$390K	Buy	+9,125	New	+$407K	0.23%	37
2022 Q2	–	Sell	-4,169	Closed	-$225K	–	47
2022 Q1	$225K	Buy	+4,169	New	+$233K	0.13%	33

Other funds holding LDEM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 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

One Advisory Partners's LDEM Position: Q4 2023 in Review

One Advisory Partners sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 9,125 shares — an estimated $390K sold.

One Advisory Partners first reported a position in LDEM in Q1 2022 and held it in 2 quarters. The position peaked at $390K in Q3 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

One Advisory Partners reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
One Advisory Partners sold 9,125 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $390K.
One Advisory Partners first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and held it in 2 quarters.
One Advisory Partners's iShares ESG MSCI EM Leaders ETF position peaked at $390K in Q3 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on One Advisory Partners's 13F filing for Q4 2023, filed 26 Jan 2024.