Cape Investment Advisory’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Cape Investment Advisory’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	$32.6K	Buy	+540	New	+$33.1K	0.01%	606
2026 Q1	–	Sell	-540	Closed	-$31.4K	–	752
2025 Q4	$31.4K	Hold	540	–	–	0.01%	516
2025 Q3	$31.8K	Hold	540	–	–	0.03%	271
2025 Q2	$29.1K	Buy	540 +89	+20%	+$4.48K	0.01%	452
2025 Q1	$22K	Hold	451	–	–	0.01%	466
2024 Q4	$20.5K	Hold	451	–	–	0.01%	473
2024 Q3	$22.7K	Buy	+451	New	+$20.9K	0.01%	438

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

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 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

Cape Investment Advisory's LDEM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026: 540 shares worth $32.6K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LDEM as recently as Q4 2025.

Cape Investment Advisory first reported a position in LDEM in Q3 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Cape Investment Advisory held 540 shares of iShares ESG MSCI EM Leaders ETF worth $32.6K as of Q2 2026.
iShares ESG MSCI EM Leaders ETF was a new Cape Investment Advisory position in Q2 2026.
iShares ESG MSCI EM Leaders ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #606 holding.
Cape Investment Advisory first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2024 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.