Glass Jacobson Investment Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Glass Jacobson Investment 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	$4.26K	Sell	71 -30	-30%	-$1.84K	﹤0.01%	518
2026 Q1	$5.86K	Hold	101	–	–	﹤0.01%	493
2025 Q4	$5.87K	Buy	101 +2	+2%	+$118	﹤0.01%	487
2025 Q3	$5.83K	Sell	99 -1	-1%	-$56	﹤0.01%	482
2025 Q2	$5.39K	Sell	100 -555	-85%	-$27.9K	﹤0.01%	471
2025 Q1	$29.7K	Hold	655	–	–	0.01%	453
2024 Q4	$29.7K	Buy	655 +3	+0.5%	+$145	0.01%	453
2024 Q3	$32.8K	Sell	652 -1,267	-66%	-$58.8K	0.01%	430
2024 Q2	$86.5K	Sell	1,919 -473	-20%	-$21.2K	0.03%	288
2024 Q1	$105K	Sell	2,392 -563	-19%	-$24.2K	0.04%	267
2023 Q4	$130K	Sell	2,955 -6,030	-67%	-$259K	0.05%	245
2023 Q3	$384K	Sell	8,985 -1,573	-15%	-$70.2K	0.18%	140
2023 Q2	$473K	Buy	+10,558	New	+$474K	0.22%	122
2022 Q4	$478K	Buy	+11,214	New	+$480K	0.24%	117

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

Glass Jacobson Investment Advisors's LDEM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 30% in Q2 2026, selling an estimated $1.84K and leaving 71 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Glass Jacobson Investment Advisors first reported a position in LDEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $478K in Q4 2022. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Glass Jacobson Investment Advisors held 71 shares of iShares ESG MSCI EM Leaders ETF worth $4.26K as of Q2 2026.
Glass Jacobson Investment Advisors sold 30 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $1.84K.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #518 holding.
Glass Jacobson Investment Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $478K in Q4 2022.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.