Wells Fargo’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Wells Fargo’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
2022 Q4	–	Sell	-219	Closed	-$9K	–	7605
2022 Q3	$9K	Hold	219	–	–	﹤0.01%	5726
2022 Q2	$10K	Buy	+219	New	+$10.9K	﹤0.01%	5750

Other funds holding LDEM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

OMC

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

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Wells Fargo's LDEM Position: Q4 2022 in Review

Wells Fargo sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2022, closing a stake of 219 shares — an estimated $9K sold.

Wells Fargo first reported a position in LDEM in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 46 funds tracked by Wall St. Rank hold LDEM as of Q4 2022.

Wells Fargo reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2022 after selling out during the quarter.
Wells Fargo sold 219 iShares ESG MSCI EM Leaders ETF shares in Q4 2022, an estimated $9K.
Wells Fargo first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2022 and held it in 2 quarters.
Wells Fargo's iShares ESG MSCI EM Leaders ETF position peaked at $10K in Q2 2022.
46 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.