Cambridge Investment Research Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Cambridge Investment Research Advisors’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 Q1	–	Sell	-7,940	Closed	-$360K	–	3574
2024 Q4	$360K	Buy	7,940 +4	+0.1%	+$193	﹤0.01%	2691
2024 Q3	$399K	Buy	7,936 +212	+3%	+$9.83K	﹤0.01%	2594
2024 Q2	$348K	Hold	7,724	–	–	﹤0.01%	2583
2024 Q1	$339K	Buy	+7,724	New	+$332K	﹤0.01%	2605

Other funds holding LDEM

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MFG

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

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors's LDEM Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2025, closing a stake of 7,940 shares — an estimated $360K sold.

Cambridge Investment Research Advisors first reported a position in LDEM in Q1 2024 and held it in 4 quarters. The position peaked at $399K in Q3 2024. 31 funds tracked by Wall St. Rank hold LDEM as of Q1 2025.

Cambridge Investment Research Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q1 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 7,940 iShares ESG MSCI EM Leaders ETF shares in Q1 2025, an estimated $360K.
Cambridge Investment Research Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2024 and held it in 4 quarters.
Cambridge Investment Research Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $399K in Q3 2024.
31 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.