Farther Finance Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Farther Finance 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	$191K	Sell	3,169 -152	-5%	-$9.32K	﹤0.01%	2269
2026 Q1	$193K	Buy	3,321 +238	+8%	+$14.5K	﹤0.01%	2044
2025 Q4	$179K	Buy	3,083 +2,307	+297%	+$136K	﹤0.01%	1980
2025 Q3	$45.7K	Buy	+776	New	+$43.6K	﹤0.01%	2493
2025 Q1	–	Sell	-161	Closed	-$7.3K	–	4350
2024 Q4	$7.3K	Hold	161	–	–	﹤0.01%	2504
2024 Q3	$8.1K	Hold	161	–	–	﹤0.01%	2449
2024 Q2	$7.29K	Buy	+161	New	+$7.21K	﹤0.01%	2209
2023 Q4	–	Sell	-1,000	Closed	-$42.8K	–	3589
2023 Q3	$42.8K	Buy	1,000 +949	+1,861%	+$42.3K	0.01%	819
2023 Q2	$2.28K	Buy	51 +15	+42%	+$674	﹤0.01%	1707
2023 Q1	$1.64K	Hold	36	–	–	﹤0.01%	1711
2022 Q4	$1.53K	Buy	+36	New	+$1.54K	﹤0.01%	1535

Other funds holding LDEM

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

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

Farther Finance Advisors's LDEM Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 4.6% in Q2 2026, selling an estimated $9.32K and leaving 3,169 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Farther Finance Advisors first reported a position in LDEM in Q4 2022 and has held it in 11 quarters since. The position peaked at $193K in Q1 2026. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Farther Finance Advisors held 3,169 shares of iShares ESG MSCI EM Leaders ETF worth $191K as of Q2 2026.
Farther Finance Advisors sold 152 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $9.32K.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2269 holding.
Farther Finance Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and has held it in 11 quarters since.
Farther Finance Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $193K in Q1 2026.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.