One Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
7,566
-142
| -2% | -$7.66K | 0.06% | 182 |
|
|
2025
Q1 | $376K | Sell |
7,708
-2,205
| -22% | -$107K | 0.06% | 182 |
|
|
2024
Q4 | $450K | Sell |
9,913
-188
| -2% | -$8.53K | 0.07% | 130 |
|
|
2024
Q3 | $508K | Sell |
10,101
-159
| -2% | -$8K | 0.08% | 123 |
|
|
2024
Q2 | $463K | Sell |
10,260
-2,305
| -18% | -$104K | 0.1% | 107 |
|
|
2024
Q1 | $551K | Sell |
12,565
-4,321
| -26% | -$189K | 0.1% | 116 |
|
|
2023
Q4 | $742K | Sell |
16,886
-26,951
| -61% | -$1.19M | 0.14% | 80 |
|
|
2023
Q3 | $1.88M | Sell |
43,837
-5,930
| -12% | -$254K | 0.42% | 46 |
|
|
2023
Q2 | $2.23M | Buy |
49,767
+4,226
| +9% | +$189K | 0.47% | 40 |
|
|
2023
Q1 | $2.07M | Buy |
45,541
+3,001
| +7% | +$137K | 0.48% | 38 |
|
|
2022
Q4 | $1.81M | Sell |
42,540
-14,729
| -26% | -$628K | 0.41% | 44 |
|
|
2022
Q3 | $2.33M | Buy |
57,269
+35,234
| +160% | +$1.44M | 0.76% | 25 |
|
|
2022
Q2 | $1.05M | Buy |
22,035
+4,509
| +26% | +$214K | 0.28% | 55 |
|
|
2022
Q1 | $944K | Buy |
17,526
+7,778
| +80% | +$419K | 0.23% | 56 |
|
|
2021
Q4 | $561K | Buy |
9,748
+5,398
| +124% | +$311K | 0.14% | 77 |
|
|
2021
Q3 | $266K | Buy |
+4,350
| New | +$266K | 0.08% | 166 |
|