Caldwell Trust’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Caldwell Trust’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
2023 Q2	–	Sell	-670	Closed	-$30.5K	–	771
2023 Q1	$30.5K	Buy	670 +31	+5%	+$1.42K	﹤0.01%	499
2022 Q4	$27.2K	Buy	639 +68	+12%	+$2.91K	﹤0.01%	502
2022 Q3	$23.3K	Buy	571 +308	+117%	+$14.1K	﹤0.01%	518
2022 Q2	$12.5K	Hold	263	–	–	﹤0.01%	599
2022 Q1	$14.2K	Buy	263 +38	+17%	+$2.13K	﹤0.01%	608
2021 Q4	$13K	Hold	225	–	–	﹤0.01%	615
2021 Q3	$13.8K	Hold	225	–	–	﹤0.01%	598
2021 Q2	$14.8K	Buy	+225	New	+$14.4K	﹤0.01%	604

Other funds holding LDEM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Caldwell Trust's LDEM Position: Q2 2023 in Review

Caldwell Trust sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2023, closing a stake of 670 shares — an estimated $30.5K sold.

Caldwell Trust first reported a position in LDEM in Q2 2021 and held it in 8 quarters. The position peaked at $30.5K in Q1 2023. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2023.

Caldwell Trust reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2023 after selling out during the quarter.
Caldwell Trust sold 670 iShares ESG MSCI EM Leaders ETF shares in Q2 2023, an estimated $30.5K.
Caldwell Trust first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and held it in 8 quarters.
Caldwell Trust's iShares ESG MSCI EM Leaders ETF position peaked at $30.5K in Q1 2023.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.