Advisory Services Network’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Advisory Services Network’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	-94	Closed	-$5.45K	–	3555
2026 Q1	$5.45K	Buy	+94	New	+$5.72K	﹤0.01%	3812
2025 Q4	–	Sell	-94	Closed	-$5.54K	–	3206
2025 Q3	$5.54K	Buy	+94	New	+$5.28K	﹤0.01%	3496
2024 Q1	–	Sell	-1,160	Closed	-$51K	–	2682
2023 Q4	$51K	Sell	1,160 -8,510	-88%	-$365K	﹤0.01%	1999
2023 Q3	$414K	Buy	9,670 +629	+7%	+$28.1K	0.01%	998
2023 Q2	$405K	Buy	9,041 +4,559	+102%	+$205K	0.01%	1008
2023 Q1	$204K	Buy	4,482 +542	+14%	+$24.7K	0.01%	1289
2022 Q4	$168K	Buy	+3,940	New	+$169K	0.01%	1355
2022 Q3	–	Sell	-5,562	Closed	-$264K	–	1409
2022 Q2	$264K	Buy	+5,562	New	+$276K	0.01%	1130
2021 Q3	–	Sell	-271	Closed	-$18K	–	2432
2021 Q2	$18K	Buy	+271	New	+$17.4K	﹤0.01%	2548

Other funds holding LDEM

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

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 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 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

Advisory Services Network's LDEM Position: Q2 2026 in Review

Advisory Services Network sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026, closing a stake of 94 shares — an estimated $5.45K sold.

Advisory Services Network first reported a position in LDEM in Q2 2021 and held it in 9 quarters. The position peaked at $414K in Q3 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Advisory Services Network reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 94 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $5.45K.
Advisory Services Network first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and held it in 9 quarters.
Advisory Services Network's iShares ESG MSCI EM Leaders ETF position peaked at $414K in Q3 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.