Signature Estate & Investment Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Signature Estate & Investment 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	-3,392	Closed	-$223K	–	164
2021 Q2	$223K	Sell	3,392 -1,026	-23%	-$65.8K	0.01%	153
2021 Q1	$278K	Buy	4,418 +440	+11%	+$28.2K	0.01%	141
2020 Q4	$238K	Buy	+3,978	New	+$223K	0.01%	142

Other funds holding LDEM

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FTUS

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

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

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Signature Estate & Investment Advisors's LDEM Position: Q3 2021 in Review

Signature Estate & Investment Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q3 2021, closing a stake of 3,392 shares — an estimated $223K sold.

Signature Estate & Investment Advisors first reported a position in LDEM in Q4 2020 and held it in 3 quarters. The position peaked at $278K in Q1 2021. 27 funds tracked by Wall St. Rank hold LDEM as of Q3 2021.

Signature Estate & Investment Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q3 2021 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,392 iShares ESG MSCI EM Leaders ETF shares in Q3 2021, an estimated $223K.
Signature Estate & Investment Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2020 and held it in 3 quarters.
Signature Estate & Investment Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $278K in Q1 2021.
27 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.