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

Ariadne 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 Q1	$279K	Hold	4,807	–	–	0.13%	182
2025 Q4	$303K	Sell	4,807 -33	-0.7%	-$1.95K	0.13%	173
2025 Q3	$288K	Hold	4,840	–	–	0.13%	177
2025 Q2	$274K	Sell	4,840 -1,380	-22%	-$69.4K	0.13%	165
2025 Q1	$311K	Buy	6,220 +979	+19%	+$46.7K	0.16%	139
2024 Q4	$251K	Buy	+5,241	New	+$253K	0.12%	179

Other funds holding LDEM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.8B AUM 20.7% 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 $20.6B AUM 29.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Ariadne Wealth Management's LDEM Position: Q1 2026 in Review

Ariadne Wealth Management held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q1 2026 at 4,807 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #182.

Ariadne Wealth Management first reported a position in LDEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q1 2025. 39 funds tracked by Wall St. Rank hold LDEM as of Q1 2026.

Ariadne Wealth Management held 4,807 shares of iShares ESG MSCI EM Leaders ETF worth $279K as of Q1 2026.
Ariadne Wealth Management left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q1 2026.
iShares ESG MSCI EM Leaders ETF made up 0.13% of Ariadne Wealth Management's portfolio in Q1 2026, its #182 holding.
Ariadne Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2024 and has held it in 6 quarters since.
Ariadne Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $311K in Q1 2025.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.