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Patriot Financial Group Insurance Agency’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-63
Closed -$3K – 2106
2022
Q1 		$3K Buy
+63
New +$3.52K ﹤0.01% 1780
2021
Q4 		– Sell
-70
Closed -$4K – 2205
2021
Q3 		$4K Buy
+70
New +$4.39K ﹤0.01% 1769

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Patriot Financial Group Insurance Agency's LDEM Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 63 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in LDEM in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 63 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's iShares ESG MSCI EM Leaders ETF position peaked at $4K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.