Robertson Stephens Wealth Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Robertson Stephens Wealth 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
2022 Q2	–	Sell	-17,822	Closed	-$959K	–	403
2022 Q1	$959K	Buy	17,822 +5,676	+47%	+$317K	0.08%	185
2021 Q4	$699K	Buy	12,146 +4,097	+51%	+$249K	0.06%	224
2021 Q3	$491K	Buy	8,049 +796	+11%	+$49.9K	0.06%	207
2021 Q2	$477K	Sell	7,253 -429	-6%	-$27.5K	0.06%	211
2021 Q1	$483K	Buy	+7,682	New	+$492K	0.08%	181

Other funds holding LDEM

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

OMC

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

WAL

W Advisors LLC Germantown, Tennessee $220M AUM 28.92% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Robertson Stephens Wealth Management's LDEM Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2022, closing a stake of 17,822 shares — an estimated $959K sold.

Robertson Stephens Wealth Management first reported a position in LDEM in Q1 2021 and held it in 5 quarters. The position peaked at $959K in Q1 2022. 41 funds tracked by Wall St. Rank hold LDEM as of Q2 2022.

Robertson Stephens Wealth Management reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 17,822 iShares ESG MSCI EM Leaders ETF shares in Q2 2022, an estimated $959K.
Robertson Stephens Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2021 and held it in 5 quarters.
Robertson Stephens Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $959K in Q1 2022.
41 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.