Aprio Wealth Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Aprio Wealth Management’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 Q3	$246K	Hold	4,060	–	–	0.01%	571
2026 Q2	$245K	Buy	4,060 +32	+0.8%	+$1.96K	0.01%	567
2026 Q1	$233K	Buy	4,028 +25	+0.6%	+$1.52K	0.01%	563
2025 Q4	$233K	Buy	4,003 +86	+2%	+$5.07K	0.01%	493
2025 Q3	$231K	Hold	3,917	–	–	0.02%	390
2025 Q2	$211K	Buy	+3,917	New	+$197K	0.02%	377
2023 Q3	–	Sell	-16,150	Closed	-$723K	–	191
2023 Q2	$723K	Buy	16,150 +1,159	+8%	+$52.1K	0.2%	55
2023 Q1	$683K	Buy	14,991 +7,162	+91%	+$327K	0.21%	49
2022 Q4	$334K	Buy	+7,829	New	+$335K	0.12%	82

Other funds holding LDEM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aprio Wealth Management's LDEM Position: Q3 2026 in Review

Aprio Wealth Management held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q3 2026 at 4,060 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #571.

Aprio Wealth Management first reported a position in LDEM in Q4 2022 and has held it in 9 quarters since. The position peaked at $723K in Q2 2023. 20 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

Aprio Wealth Management held 4,060 shares of iShares ESG MSCI EM Leaders ETF worth $246K as of Q3 2026.
Aprio Wealth Management left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q3 2026.
iShares ESG MSCI EM Leaders ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #571 holding.
Aprio Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and has held it in 9 quarters since.
Aprio Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $723K in Q2 2023.
20 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.