Cape Investment Advisory »

Ishares Tr esg msci em ldrs shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Ishares Tr esg msci em ldrs (LDEM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Ishares Tr esg msci em ldrs

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg msci em ldrs held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg msci em ldrs by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $29k 540 53.94
2025-03-31 $22k 451 48.72
2024-12-31 $21k 451 45.37
2024-09-30 $23k 451 50.32

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Ishares Tr esg msci em ldrs

Commonwealth Equity Services
Bank Of Montreal
Old Mission Capital
CliftonLarsonAllen Wealth Advisors
Jpmorgan Chase & Co
Values Added Financial
CI Private Wealth
Daiwa Securities Group
Merit Financial Group
CI Investments
Beta Wealth
One Wealth Advisors
Advisor Group Holdings
Mach-1 Financial Group
Pathstone Holdings

View all funds holding Ishares Tr esg msci em ldrs