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 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 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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Beta Wealth Group's LDEM Position: Q2 2026 in Review

Beta Wealth Group increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 1.6% in Q2 2026, buying an estimated $8.4K and bringing the position to 8,710 shares worth $525K. The position accounts for 0.2% of the portfolio, ranked #84.

Beta Wealth Group first reported a position in LDEM in Q3 2024 and has held it in 6 quarters since. The position peaked at $543K in Q3 2025. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Beta Wealth Group held 8,710 shares of iShares ESG MSCI EM Leaders ETF worth $525K as of Q2 2026.
Beta Wealth Group bought 137 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $8.4K.
iShares ESG MSCI EM Leaders ETF made up 0.2% of Beta Wealth Group's portfolio in Q2 2026, its #84 holding.
Beta Wealth Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2024 and has held it in 6 quarters since.
Beta Wealth Group's iShares ESG MSCI EM Leaders ETF position peaked at $543K in Q3 2025.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

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