Stratos Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Stratos Wealth 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
2023 Q4	–	Sell	-4,725	Closed	-$202K	–	717
2023 Q3	$202K	Sell	4,725 -1,183	-20%	-$52.8K	0.01%	626
2023 Q2	$264K	Buy	+5,908	New	+$265K	0.02%	541

Other funds holding LDEM

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

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

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

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

FTUS

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

OMC

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

MFG

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OWA

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Stratos Wealth Advisors's LDEM Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2023, closing a stake of 4,725 shares — an estimated $202K sold.

Stratos Wealth Advisors first reported a position in LDEM in Q2 2023 and held it in 2 quarters. The position peaked at $264K in Q2 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q4 2023.

Stratos Wealth Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 4,725 iShares ESG MSCI EM Leaders ETF shares in Q4 2023, an estimated $202K.
Stratos Wealth Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2023 and held it in 2 quarters.
Stratos Wealth Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $264K in Q2 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.