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

Aptus Capital 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	$22.2K	Hold	368	–	–	﹤0.01%	1506
2026 Q1	$21.3K	Hold	368	–	–	﹤0.01%	1390
2025 Q4	$21.4K	Hold	368	–	–	﹤0.01%	1405
2025 Q3	$21.7K	Hold	368	–	–	﹤0.01%	1336
2025 Q2	$19.9K	Hold	368	–	–	﹤0.01%	1284
2025 Q1	$17.9K	Hold	368	–	–	﹤0.01%	1225
2024 Q4	$16.7K	Sell	368 -3,131	-89%	-$151K	﹤0.01%	1239
2024 Q3	$176K	Sell	3,499 -110	-3%	-$5.1K	﹤0.01%	783
2024 Q2	$163K	Hold	3,609	–	–	﹤0.01%	756
2024 Q1	$158K	Buy	+3,609	New	+$155K	﹤0.01%	758

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

Aptus Capital Advisors's LDEM Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q2 2026 at 368 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Aptus Capital Advisors first reported a position in LDEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $176K in Q3 2024. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Aptus Capital Advisors held 368 shares of iShares ESG MSCI EM Leaders ETF worth $22.2K as of Q2 2026.
Aptus Capital Advisors left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1506 holding.
Aptus Capital Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $176K in Q3 2024.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.