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LDEM icon

Addison Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Addison Advisors’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
2026
Q2 		– Sell
-1,375
Closed -$79.7K – 869
2026
Q1 		$79.7K Hold
1,375
– – 0.02% 353
2025
Q4 		$79.9K Hold
1,375
– – 0.02% 345
2025
Q3 		$81K Hold
1,375
– – 0.02% 345
2025
Q2 		$74.2K Hold
1,375
– – 0.02% 349
2025
Q1 		$67K Sell
1,375
-5
-0.4% -$238 0.02% 351
2024
Q4 		$62.6K Hold
1,380
– – 0.02% 354
2024
Q3 		$69.4K Hold
1,380
– – 0.02% 348
2024
Q2 		$62.2K Buy
1,380
+240
+21% +$10.7K 0.02% 345
2024
Q1 		$50K Sell
1,140
-2,575
-69% -$111K 0.02% 368
2023
Q4 		$163K Sell
3,715
-530
-12% -$22.7K 0.06% 203
2023
Q3 		$182K Buy
4,245
+75
+2% +$3.35K 0.08% 168
2023
Q2 		$187K Buy
4,170
+525
+14% +$23.6K 0.09% 159
2023
Q1 		$166K Buy
3,645
+590
+19% +$26.9K 0.09% 158
2022
Q4 		$130K Sell
3,055
-50
-2% -$2.14K 0.08% 175
2022
Q3 		$127K Buy
3,105
+170
+6% +$7.77K 0.08% 167
2022
Q2 		$139K Buy
+2,935
New +$146K 0.08% 156

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Addison Advisors's LDEM Position: Q2 2026 in Review

Addison Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026, closing a stake of 1,375 shares — an estimated $79.7K sold.

Addison Advisors first reported a position in LDEM in Q2 2022 and held it in 16 quarters. The position peaked at $187K in Q2 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Addison Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 1,375 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $79.7K.
  • Addison Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2022 and held it in 16 quarters.
  • Addison Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $187K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.