Jones Financial Companies
LDEM icon

Jones Financial Companies’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Jones Financial Companies’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 		$365K Sell
6,135
-1,402
-19% -$86K ﹤0.01% 2345
2026
Q1 		$425K Buy
7,537
+2,909
+63% +$177K ﹤0.01% 2123
2025
Q4 		$269K Buy
4,628
+2,348
+103% +$139K ﹤0.01% 1779
2025
Q3 		$133K Sell
2,280
-24
-1% -$1.35K ﹤0.01% 1960
2025
Q2 		$123K Buy
2,304
+2,118
+1,139% +$107K ﹤0.01% 1850
2025
Q1 		$9.04K Buy
186
+156
+520% +$7.44K ﹤0.01% 2759
2024
Q4 		$1.36K Buy
+30
New +$1.45K ﹤0.01% 3083

Other funds holding LDEM

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
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

Jones Financial Companies's LDEM Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 19% in Q2 2026, selling an estimated $86K and leaving 6,135 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Jones Financial Companies first reported a position in LDEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q1 2026. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Jones Financial Companies held 6,135 shares of iShares ESG MSCI EM Leaders ETF worth $365K as of Q2 2026.
  • Jones Financial Companies sold 1,402 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $86K.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2345 holding.
  • Jones Financial Companies first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's iShares ESG MSCI EM Leaders ETF position peaked at $425K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.