Beta Wealth Group
LDEM icon

Beta Wealth Group’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Beta Wealth Group’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 		$530K Buy
8,769
+59
+0.7% +$3.57K 0.2% 85
2026
Q2 		$525K Buy
8,710
+137
+2% +$8.4K 0.2% 84
2026
Q1 		$497K Sell
8,573
-655
-7% -$39.9K 0.21% 80
2025
Q4 		$536K Buy
9,228
+12
+0.1% +$708 0.22% 76
2025
Q3 		$543K Sell
9,216
-298
-3% -$16.7K 0.21% 79
2025
Q2 		$513K Buy
+9,514
New +$478K 0.19% 70
2024
Q4 		– Sell
-4,181
Closed -$210K – 111
2024
Q3 		$210K Buy
+4,181
New +$194K 0.09% 101

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 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

Beta Wealth Group's LDEM Position: Q3 2026 in Review

Beta Wealth Group increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 0.68% in Q3 2026, buying an estimated $3.57K and bringing the position to 8,769 shares worth $530K. The position accounts for 0.2% of the portfolio, ranked #85.

Beta Wealth Group first reported a position in LDEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $543K in Q3 2025. 20 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

  • Beta Wealth Group held 8,769 shares of iShares ESG MSCI EM Leaders ETF worth $530K as of Q3 2026.
  • Beta Wealth Group bought 59 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $3.57K.
  • iShares ESG MSCI EM Leaders ETF made up 0.2% of Beta Wealth Group's portfolio in Q3 2026, its #85 holding.
  • Beta Wealth Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2024 and has held it in 7 quarters since.
  • Beta Wealth Group's iShares ESG MSCI EM Leaders ETF position peaked at $543K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.