Integrated Wealth Concepts’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Integrated Wealth Concepts’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	$50.3K	Buy	+834	New	+$51.1K	﹤0.01%	3358
2024 Q1	–	Sell	-5,642	Closed	-$248K	–	1683
2023 Q4	$248K	Sell	5,642 -4,593	-45%	-$197K	﹤0.01%	1357
2023 Q3	$438K	Buy	10,235 +809	+9%	+$36.1K	0.01%	1041
2023 Q2	$422K	Buy	9,426 +959	+11%	+$43.1K	0.01%	1062
2023 Q1	$386K	Buy	8,467 +1,057	+14%	+$48.3K	0.01%	956
2022 Q4	$316K	Sell	7,410 -2,977	-29%	-$127K	0.01%	802
2022 Q3	$423K	Buy	+10,387	New	+$474K	0.01%	641
2022 Q2	–	Sell	-5,177	Closed	-$279K	–	1029
2022 Q1	$279K	Buy	5,177 +1,567	+43%	+$87.6K	0.01%	770
2021 Q4	$208K	Buy	+3,610	New	+$219K	0.01%	923

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

Integrated Wealth Concepts's LDEM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026: 834 shares worth $50.3K. The stake represents ﹤0.01% of the portfolio and ranks #3358 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LDEM as recently as Q4 2023.

Integrated Wealth Concepts first reported a position in LDEM in Q4 2021 and has held it in 9 quarters since. The position peaked at $438K in Q3 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Integrated Wealth Concepts held 834 shares of iShares ESG MSCI EM Leaders ETF worth $50.3K as of Q2 2026.
iShares ESG MSCI EM Leaders ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3358 holding.
Integrated Wealth Concepts first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2021 and has held it in 9 quarters since.
Integrated Wealth Concepts's iShares ESG MSCI EM Leaders ETF position peaked at $438K in Q3 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

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