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Tower Research Capital (TRC)’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Tower Research Capital (TRC)’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
Q1 		– Sell
-200
Closed -$9K – 6082
2022
Q4 		$9K Sell
200
-31
-13% -$1.33K ﹤0.01% 4214
2022
Q3 		$9K Buy
231
+96
+71% +$4.38K ﹤0.01% 4663
2022
Q2 		$6K Buy
135
+61
+82% +$3.03K ﹤0.01% 4934
2022
Q1 		$4K Buy
+74
New +$4.14K ﹤0.01% 5217

Other funds holding LDEM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Tower Research Capital (TRC)'s LDEM Position: Q1 2023 in Review

Tower Research Capital (TRC) sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2023, closing a stake of 200 shares — an estimated $9K sold.

Tower Research Capital (TRC) first reported a position in LDEM in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q4 2022. 38 funds tracked by Wall St. Rank hold LDEM as of Q1 2023.

  • Tower Research Capital (TRC) reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 200 iShares ESG MSCI EM Leaders ETF shares in Q1 2023, an estimated $9K.
  • Tower Research Capital (TRC) first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and held it in 4 quarters.
  • Tower Research Capital (TRC)'s iShares ESG MSCI EM Leaders ETF position peaked at $9K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2023, filed 9 May 2023.