WR Wealth Planners’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

WR Wealth Planners’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
2024 Q4	$106K	Sell	2,344 -3,033	-56%	-$146K	0.03%	226
2024 Q3	$271K	Buy	5,377 +175	+3%	+$8.12K	0.08%	154
2024 Q2	$235K	Buy	5,202 +18	+0.3%	+$806	0.07%	152
2024 Q1	$227K	Sell	5,184 -10,757	-67%	-$463K	0.07%	158
2023 Q4	$701K	Sell	15,941 -2,542	-14%	-$109K	0.26%	68
2023 Q3	$791K	Buy	18,483 +908	+5%	+$40.5K	0.3%	53
2023 Q2	$787K	Buy	17,575 +183	+1%	+$8.22K	0.3%	57
2023 Q1	$792K	Sell	17,392 -1,638	-9%	-$74.8K	0.34%	50
2022 Q4	$811K	Buy	19,030 +1,211	+7%	+$51.8K	0.5%	37
2022 Q3	$726K	Buy	17,819 +740	+4%	+$33.8K	0.51%	34
2022 Q2	$810K	Buy	17,079 +670	+4%	+$33.2K	0.53%	34
2022 Q1	$884K	Buy	+16,409	New	+$918K	0.53%	38

Other funds holding LDEM

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

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

OMC

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

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

MFG

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

CCWA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

WR Wealth Planners's LDEM Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 56% in Q4 2024, selling an estimated $146K and leaving 2,344 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #226.

WR Wealth Planners first reported a position in LDEM in Q1 2022 and has held it in 12 quarters since. The position peaked at $884K in Q1 2022. 32 funds tracked by Wall St. Rank hold LDEM as of Q4 2024.

WR Wealth Planners held 2,344 shares of iShares ESG MSCI EM Leaders ETF worth $106K as of Q4 2024.
WR Wealth Planners sold 3,033 iShares ESG MSCI EM Leaders ETF shares in Q4 2024, an estimated $146K.
iShares ESG MSCI EM Leaders ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #226 holding.
WR Wealth Planners first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares ESG MSCI EM Leaders ETF position peaked at $884K in Q1 2022.
32 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.