Ariadne Wealth Management
LDEM icon

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
Q3 		$260K Sell
4,305
-513
-11% -$31K 0.11% 199
2026
Q2 		$291K Buy
4,818
+11
+0.2% +$675 0.13% 180
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

Commonwealth Equity Services
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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return

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

Ariadne Wealth Management reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 11% in Q3 2026, selling an estimated $31K and leaving 4,305 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #199.

Ariadne Wealth Management first reported a position in LDEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $311K in Q1 2025. 17 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

  • Ariadne Wealth Management held 4,305 shares of iShares ESG MSCI EM Leaders ETF worth $260K as of Q3 2026.
  • Ariadne Wealth Management sold 513 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $31K.
  • iShares ESG MSCI EM Leaders ETF made up 0.11% of Ariadne Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Ariadne Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $311K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.