EverSource Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

EverSource 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	$55.1K	Sell	914 -9	-1%	-$552	﹤0.01%	1721
2026 Q1	$53.5K	Buy	923 +57	+7%	+$3.47K	﹤0.01%	1827
2025 Q4	$50.3K	Hold	866	–	–	﹤0.01%	1747
2025 Q3	$51K	Hold	866	–	–	﹤0.01%	1694
2025 Q2	$46.7K	Sell	866 -2	-0.2%	-$101	﹤0.01%	1663
2025 Q1	$42.3K	Sell	868 -24	-3%	-$1.15K	﹤0.01%	1312
2024 Q4	$40.5K	Hold	892	–	–	﹤0.01%	1281
2024 Q3	$44.9K	Sell	892 -272	-23%	-$12.6K	﹤0.01%	1118
2024 Q2	$53.2K	Sell	1,164 -2	-0.2%	-$90	﹤0.01%	1059
2024 Q1	$51K	Sell	1,166 -49	-4%	-$2.11K	﹤0.01%	978
2023 Q4	$53.4K	Sell	1,215 -57	-4%	-$2.44K	﹤0.01%	873
2023 Q3	$54.4K	Sell	1,272 -195	-13%	-$8.7K	0.01%	776
2023 Q2	$65.7K	Hold	1,467	–	–	0.01%	730
2023 Q1	$66.8K	Hold	1,467	–	–	0.01%	679
2022 Q4	$62.5K	Sell	1,467 -524	-26%	-$22.4K	0.01%	667
2022 Q3	$81K	Buy	1,991 +1,301	+189%	+$59.4K	0.02%	498
2022 Q2	$33K	Sell	690 -1,984	-74%	-$98.4K	0.01%	703
2022 Q1	$144K	Buy	2,674 +1,634	+157%	+$91.4K	0.04%	287
2021 Q4	$60K	Buy	+1,040	New	+$63.2K	0.02%	391

Other funds holding LDEM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

EverSource Wealth Advisors's LDEM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 0.98% in Q2 2026, selling an estimated $552 and leaving 914 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

EverSource Wealth Advisors first reported a position in LDEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $144K in Q1 2022. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

EverSource Wealth Advisors held 914 shares of iShares ESG MSCI EM Leaders ETF worth $55.1K as of Q2 2026.
EverSource Wealth Advisors sold 9 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $552.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1721 holding.
EverSource Wealth Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $144K in Q1 2022.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.