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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2026
Q2 		$1.49M Buy
24,739
+1,791
+8% +$110K 0.02% 171
2026
Q1 		$1.33M Sell
22,948
-44
-0.2% -$2.68K 0.02% 160
2025
Q4 		$1.34M Buy
22,992
+577
+3% +$34K 0.02% 149
2025
Q3 		$1.32M Buy
22,415
+1,991
+10% +$112K 0.02% 146
2025
Q2 		$1.1M Sell
20,424
-601
-3% -$30.2K 0.02% 155
2025
Q1 		$1.02M Buy
21,025
+3,458
+20% +$165K 0.02% 152
2024
Q4 		$797K Buy
17,567
+343
+2% +$16.5K 0.02% 156
2024
Q3 		$867K Sell
17,224
-2,640
-13% -$122K 0.02% 147
2024
Q2 		$896K Buy
19,864
+2,745
+16% +$123K 0.02% 139
2024
Q1 		$750K Buy
17,119
+691
+4% +$29.7K 0.02% 147
2023
Q4 		$722K Buy
16,428
+1,499
+10% +$64.3K 0.02% 152
2023
Q3 		$639K Sell
14,929
-748
-5% -$33.4K 0.02% 146
2023
Q2 		$702K Buy
15,677
+107
+0.7% +$4.81K 0.02% 144
2023
Q1 		$709K Buy
15,570
+1,468
+10% +$67K 0.02% 152
2022
Q4 		$601K Sell
14,102
-856
-6% -$36.6K 0.02% 157
2022
Q3 		$610K Buy
14,958
+1,203
+9% +$55K 0.08% 72
2022
Q2 		$653K Buy
13,755
+859
+7% +$42.6K 0.03% 152
2022
Q1 		$695K Sell
12,896
-154
-1% -$8.61K 0.02% 162
2021
Q4 		$751K Buy
13,050
+309
+2% +$18.8K 0.03% 139
2021
Q3 		$779K Buy
12,741
+1,989
+18% +$125K 0.03% 166
2021
Q2 		$707K Buy
+10,752
New +$690K 0.03% 186

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's LDEM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 7.8% in Q2 2026, buying an estimated $110K and bringing the position to 24,739 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #171.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LDEM in Q2 2021 and has held it in 21 quarters since. 12 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 24,739 shares of iShares ESG MSCI EM Leaders ETF worth $1.49M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,791 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $110K.
  • iShares ESG MSCI EM Leaders ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and has held it in 21 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.