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 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 $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

Aprio Wealth Management's LDEM Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 0.79% in Q2 2026, buying an estimated $1.96K and bringing the position to 4,060 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #567.

Aprio Wealth Management first reported a position in LDEM in Q4 2022 and has held it in 8 quarters since. The position peaked at $723K in Q2 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Aprio Wealth Management held 4,060 shares of iShares ESG MSCI EM Leaders ETF worth $245K as of Q2 2026.
Aprio Wealth Management bought 32 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $1.96K.
iShares ESG MSCI EM Leaders ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #567 holding.
Aprio Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and has held it in 8 quarters since.
Aprio Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $723K in Q2 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.