Values Added Financial’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
18,576
+5,323
| +40% | +$287K | 0.49% | 42 |
|
|
2025
Q1 | $646K | Buy |
13,253
+2,659
| +25% | +$130K | 0.36% | 57 |
|
|
2024
Q4 | $481K | Buy |
10,594
+854
| +9% | +$38.7K | 0.28% | 67 |
|
|
2024
Q3 | $490K | Hold |
9,740
| – | – | 0.31% | 57 |
|
|
2024
Q2 | $439K | Buy |
9,740
+130
| +1% | +$5.86K | 0.32% | 57 |
|
|
2024
Q1 | $421K | Buy |
9,610
+2,634
| +38% | +$115K | 0.33% | 56 |
|
|
2023
Q4 | $307K | Sell |
6,976
-2,974
| -30% | -$131K | 0.25% | 65 |
|
|
2023
Q3 | $426K | Buy |
9,950
+1,018
| +11% | +$43.5K | 0.39% | 51 |
|
|
2023
Q2 | $400K | Buy |
+8,932
| New | +$400K | 0.37% | 54 |
|