Commonwealth Equity Services’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Commonwealth Equity Services’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	$2.09M	Sell	34,620 -1,886	-5%	-$116K	﹤0.01%	2072
2026 Q1	$2.12M	Sell	36,506 -29,208	-44%	-$1.78M	﹤0.01%	1963
2025 Q4	$3.82M	Sell	65,714 -4,587	-7%	-$271K	0.01%	1511
2025 Q3	$4.14M	Buy	70,301 +243	+0.3%	+$13.6K	0.01%	1489
2025 Q2	$3.78M	Buy	70,058 +26,760	+62%	+$1.35M	0.01%	1520
2025 Q1	$2.11M	Sell	43,298 -38,166	-47%	-$1.82M	﹤0.01%	1876
2024 Q4	$3.7M	Buy	81,464 +8,788	+12%	+$424K	0.01%	1437
2024 Q3	$3.66M	Buy	72,676 +2,145	+3%	+$99.5K	0.01%	1438
2024 Q2	$3.18M	Buy	70,531 +6,335	+10%	+$284K	0.01%	1491
2024 Q1	$2.81M	Buy	64,196 +9,429	+17%	+$406K	﹤0.01%	1538
2023 Q4	$2.41M	Buy	54,767 +11,040	+25%	+$474K	﹤0.01%	1564
2023 Q3	$1.87M	Buy	43,727 +6,043	+16%	+$270K	﹤0.01%	1646
2023 Q2	$1.69M	Buy	37,684 +7,047	+23%	+$317K	﹤0.01%	1747
2023 Q1	$1.39K	Buy	30,637 +8,024	+35%	+$366K	﹤0.01%	1804
2022 Q4	$964K	Buy	22,613 +15,614	+223%	+$669K	﹤0.01%	1988
2022 Q3	$285K	Buy	6,999 +652	+10%	+$29.8K	﹤0.01%	2877
2022 Q2	$301K	Buy	6,347 +1,232	+24%	+$61.1K	﹤0.01%	2838
2022 Q1	$275K	Buy	5,115 +37	+0.7%	+$2.07K	﹤0.01%	3046
2021 Q4	$292K	Buy	5,078 +1,814	+56%	+$110K	﹤0.01%	2997
2021 Q3	$199K	Sell	3,264 -107	-3%	-$6.71K	﹤0.01%	3277
2021 Q2	$221K	Buy	+3,371	New	+$216K	﹤0.01%	3185

Other funds holding LDEM

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

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

Commonwealth Equity Services's LDEM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 5.2% in Q2 2026, selling an estimated $116K and leaving 34,620 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Commonwealth Equity Services first reported a position in LDEM in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.14M in Q3 2025. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Commonwealth Equity Services held 34,620 shares of iShares ESG MSCI EM Leaders ETF worth $2.09M as of Q2 2026.
Commonwealth Equity Services sold 1,886 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $116K.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2072 holding.
Commonwealth Equity Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and has held it in 21 quarters since.
Commonwealth Equity Services's iShares ESG MSCI EM Leaders ETF position peaked at $4.14M in Q3 2025.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.