Bank of Montreal
LDEM icon

Bank of Montreal’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-49,569
Closed -$2.92M – 3728
2025
Q3 		$2.92M Sell
49,569
-50
-0.1% -$2.81K ﹤0.01% 1508
2025
Q2 		$2.68M Sell
49,619
-41,825
-46% -$2.1M ﹤0.01% 1477
2025
Q1 		$4.46M Buy
91,444
+10,300
+13% +$491K ﹤0.01% 1203
2024
Q4 		$3.68M Sell
81,144
-3,903
-5% -$188K ﹤0.01% 1328
2024
Q3 		$4.35M Buy
85,047
+728
+0.9% +$33.8K ﹤0.01% 1386
2024
Q2 		$3.88M Sell
84,319
-11,096
-12% -$497K ﹤0.01% 1370
2024
Q1 		$4.19M Sell
95,415
-30,120
-24% -$1.3M ﹤0.01% 1298
2023
Q4 		$5.54M Buy
125,535
+31,374
+33% +$1.35M ﹤0.01% 1239
2023
Q3 		$4.16M Sell
94,161
-50,118
-35% -$2.24M ﹤0.01% 1356
2023
Q2 		$6.69M Sell
144,279
-36,496
-20% -$1.64M ﹤0.01% 1196
2023
Q1 		$8.25M Buy
180,775
+57,700
+47% +$2.63M ﹤0.01% 1008
2022
Q4 		$5.46M Buy
123,075
+49,400
+67% +$2.12M ﹤0.01% 1246
2022
Q3 		$3.41K Buy
73,675
+16,600
+29% +$758K ﹤0.01% 1553
2022
Q2 		$2.75K Sell
57,075
-26,000
-31% -$1.29M ﹤0.01% 1734
2022
Q1 		$4.56M Sell
83,075
-28,500
-26% -$1.59M ﹤0.01% 1540
2021
Q4 		$6.47M Buy
111,575
+24,300
+28% +$1.48M ﹤0.01% 1133
2021
Q3 		$5.39M Buy
87,275
+10,450
+14% +$655K ﹤0.01% 1594
2021
Q2 		$5.06M Buy
+76,825
New +$4.93M ﹤0.01% 1606

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Bank of Montreal's LDEM Position: Q4 2025 in Review

Bank of Montreal sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q4 2025, closing a stake of 49,569 shares — an estimated $2.92M sold.

Bank of Montreal first reported a position in LDEM in Q2 2021 and held it in 18 quarters. The position peaked at $8.25M in Q1 2023. 35 funds tracked by Wall St. Rank hold LDEM as of Q4 2025.

  • Bank of Montreal reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 49,569 iShares ESG MSCI EM Leaders ETF shares in Q4 2025, an estimated $2.92M.
  • Bank of Montreal first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and held it in 18 quarters.
  • Bank of Montreal's iShares ESG MSCI EM Leaders ETF position peaked at $8.25M in Q1 2023.
  • 35 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.