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

Aries 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	$220K	Sell	3,630 -1,000	-22%	-$60.5K	0.04%	221
2026 Q2	$279K	Hold	4,630	–	–	0.05%	205
2026 Q1	$268K	Buy	4,630 +70	+2%	+$4.26K	0.06%	198
2025 Q4	$265K	Sell	4,560 -420	-8%	-$24.8K	0.06%	197
2025 Q3	$293K	Hold	4,980	–	–	0.07%	185
2025 Q2	$269K	Hold	4,980	–	–	0.07%	194
2025 Q1	$243K	Hold	4,980	–	–	0.07%	201
2024 Q4	$226K	Hold	4,980	–	–	0.06%	203
2024 Q3	$251K	Hold	4,980	–	–	0.07%	202
2024 Q2	$225K	Hold	4,980	–	–	0.07%	188
2024 Q1	$218K	Buy	+4,980	New	+$214K	0.07%	194

Other funds holding LDEM

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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Aries Wealth Management reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 22% in Q3 2026, selling an estimated $60.5K and leaving 3,630 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #221.

Aries Wealth Management first reported a position in LDEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $293K in Q3 2025. 5 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

Aries Wealth Management held 3,630 shares of iShares ESG MSCI EM Leaders ETF worth $220K as of Q3 2026.
Aries Wealth Management sold 1,000 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $60.5K.
iShares ESG MSCI EM Leaders ETF made up 0.04% of Aries Wealth Management's portfolio in Q3 2026, its #221 holding.
Aries Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2024 and has held it in 11 quarters since.
Aries Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $293K in Q3 2025.
5 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.