Penserra Capital Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Penserra Capital Management’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 Q2	–	Sell	-60	Closed	-$2K	–	1292
2023 Q1	$2K	Hold	60	–	–	﹤0.01%	998
2022 Q4	$2K	Sell	60 -126	-68%	-$5.39K	﹤0.01%	1053
2022 Q3	$7K	Buy	186 +44	+31%	+$2.01K	﹤0.01%	947
2022 Q2	$6K	Sell	142 -615	-81%	-$30.5K	﹤0.01%	1341
2022 Q1	$41K	Sell	757 -68	-8%	-$3.8K	﹤0.01%	1060
2021 Q4	$47K	Buy	825 +321	+64%	+$19.5K	﹤0.01%	1038
2021 Q3	$30K	Buy	+504	New	+$31.6K	﹤0.01%	1179

Other funds holding LDEM

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Penserra Capital Management's LDEM Position: Q2 2023 in Review

Penserra Capital Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2023, closing a stake of 60 shares — an estimated $2K sold.

Penserra Capital Management first reported a position in LDEM in Q3 2021 and held it in 7 quarters. The position peaked at $47K in Q4 2021. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2023.

Penserra Capital Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2023 after selling out during the quarter.
Penserra Capital Management sold 60 iShares ESG MSCI EM Leaders ETF shares in Q2 2023, an estimated $2K.
Penserra Capital Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2021 and held it in 7 quarters.
Penserra Capital Management's iShares ESG MSCI EM Leaders ETF position peaked at $47K in Q4 2021.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2023.

Based on Penserra Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.