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Park Avenue Securities’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Park Avenue Securities’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
-5,708
Closed -$243K – 959
2022
Q4 		$243K Buy
+5,708
New +$244K ﹤0.01% 1060
2022
Q1 		– Sell
-5,718
Closed -$329K – 1162
2021
Q4 		$329K Buy
+5,718
New +$347K 0.01% 882

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 $803M AUM 17.67% 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

Park Avenue Securities's LDEM Position: Q1 2023 in Review

Park Avenue Securities sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2023, closing a stake of 5,708 shares — an estimated $243K sold.

Park Avenue Securities first reported a position in LDEM in Q4 2021 and held it in 2 quarters. The position peaked at $329K in Q4 2021. 38 funds tracked by Wall St. Rank hold LDEM as of Q1 2023.

  • Park Avenue Securities reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Park Avenue Securities sold 5,708 iShares ESG MSCI EM Leaders ETF shares in Q1 2023, an estimated $243K.
  • Park Avenue Securities first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and held it in 2 quarters.
  • Park Avenue Securities's iShares ESG MSCI EM Leaders ETF position peaked at $329K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2023.

Based on Park Avenue Securities's 13F filing for Q1 2023, filed 18 Apr 2023.