Corient Private Wealth
LDEM icon

Corient Private Wealth’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Corient Private Wealth’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 		– Sell
-13,693
Closed -$723K – 3148
2026
Q1 		$723K Sell
13,693
-11,971
-47% -$729K ﹤0.01% 1827
2025
Q4 		$1.49M Buy
25,664
+10,256
+67% +$605K ﹤0.01% 1680
2025
Q3 		$908K Sell
15,408
-1,127
-7% -$63.3K ﹤0.01% 1474
2025
Q2 		$892K Sell
16,535
-494
-3% -$24.8K ﹤0.01% 1417
2025
Q1 		$830K Sell
17,029
-499
-3% -$23.8K ﹤0.01% 1359
2024
Q4 		$795K Sell
17,528
-2,772
-14% -$134K ﹤0.01% 1411
2024
Q3 		$1.02M Buy
20,300
+61
+0.3% +$2.83K ﹤0.01% 1394
2024
Q2 		$913K Sell
20,239
-242
-1% -$10.8K ﹤0.01% 1361
2024
Q1 		$898K Buy
20,481
+264
+1% +$11.4K ﹤0.01% 1346
2023
Q4 		$889K Buy
20,217
+282
+1% +$12.1K ﹤0.01% 1327
2023
Q3 		$853K Buy
19,935
+1,102
+6% +$49.2K ﹤0.01% 1252
2023
Q2 		$843K Buy
18,833
+890
+5% +$40K ﹤0.01% 1219
2023
Q1 		$817K Buy
17,943
+377
+2% +$17.2K ﹤0.01% 1172
2022
Q4 		$749K Buy
+17,566
New +$752K ﹤0.01% 1000

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
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
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
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

Corient Private Wealth's LDEM Position: Q2 2026 in Review

Corient Private Wealth sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026, closing a stake of 13,693 shares — an estimated $723K sold.

Corient Private Wealth first reported a position in LDEM in Q4 2022 and held it in 14 quarters. The position peaked at $1.49M in Q4 2025. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Corient Private Wealth reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 13,693 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $723K.
  • Corient Private Wealth first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and held it in 14 quarters.
  • Corient Private Wealth's iShares ESG MSCI EM Leaders ETF position peaked at $1.49M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.