Commonwealth Equity Services
LDEM icon

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
Q3 		$2.37M Buy
39,258
+4,638
+13% +$281K ﹤0.01% 1906
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 		$1.39M 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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Beta Wealth Group
Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Commonwealth Equity Services's LDEM Position: Q3 2026 in Review

Commonwealth Equity Services increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 13% in Q3 2026, buying an estimated $281K and bringing the position to 39,258 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Commonwealth Equity Services first reported a position in LDEM in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.14M in Q3 2025. 20 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

  • Commonwealth Equity Services held 39,258 shares of iShares ESG MSCI EM Leaders ETF worth $2.37M as of Q3 2026.
  • Commonwealth Equity Services bought 4,638 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $281K.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1906 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2021 and has held it in 22 quarters since.
  • Commonwealth Equity Services's iShares ESG MSCI EM Leaders ETF position peaked at $4.14M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.