WP
LDEM icon

WealthShield Partners’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

WealthShield Partners’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
Q2 		– Sell
-118
Closed -$5.37K – 496
2023
Q1 		$5.37K Buy
+118
New +$5.39K ﹤0.01% 458

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WP
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Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
MFG
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WealthShield Partners's LDEM Position: Q2 2023 in Review

WealthShield Partners sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2023, closing a stake of 118 shares — an estimated $5.37K sold.

WealthShield Partners first reported a position in LDEM in Q1 2023 and held it in 1 quarter. The position peaked at $5.37K in Q1 2023. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2023.

  • WealthShield Partners reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • WealthShield Partners sold 118 iShares ESG MSCI EM Leaders ETF shares in Q2 2023, an estimated $5.37K.
  • WealthShield Partners first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2023 and held it in 1 quarter.
  • WealthShield Partners's iShares ESG MSCI EM Leaders ETF position peaked at $5.37K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.