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Richard Bernstein Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Richard Bernstein Advisors’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
2021
Q3 		– Sell
-158
Closed -$10K – 300
2021
Q2 		$10K Buy
+158
New +$10.1K ﹤0.01% 295

Other funds holding LDEM

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Richard Bernstein Advisors's LDEM Position: Q3 2021 in Review

Richard Bernstein Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q3 2021, closing a stake of 158 shares — an estimated $10K sold.

Richard Bernstein Advisors first reported a position in LDEM in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 27 funds tracked by Wall St. Rank hold LDEM as of Q3 2021.

  • Richard Bernstein Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q3 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 158 iShares ESG MSCI EM Leaders ETF shares in Q3 2021, an estimated $10K.
  • Richard Bernstein Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and held it in 1 quarter.
  • Richard Bernstein Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $10K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2021.

Based on Richard Bernstein Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.