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 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

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

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

Aries Wealth Management held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q2 2026 at 4,630 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #205.

Aries Wealth Management first reported a position in LDEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $293K in Q3 2025. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Aries Wealth Management held 4,630 shares of iShares ESG MSCI EM Leaders ETF worth $279K as of Q2 2026.
Aries Wealth Management left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI EM Leaders ETF made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #205 holding.
Aries Wealth Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2024 and has held it in 10 quarters since.
Aries Wealth Management's iShares ESG MSCI EM Leaders ETF position peaked at $293K in Q3 2025.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

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