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
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 $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Jones Financial Companies's LDEM Position: Q1 2026 in Review

Jones Financial Companies increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 63% in Q1 2026, buying an estimated $177K and bringing the position to 7,537 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Jones Financial Companies first reported a position in LDEM in Q4 2024 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold LDEM as of Q1 2026.

  • Jones Financial Companies held 7,537 shares of iShares ESG MSCI EM Leaders ETF worth $425K as of Q1 2026.
  • Jones Financial Companies bought 2,909 iShares ESG MSCI EM Leaders ETF shares in Q1 2026, an estimated $177K.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2123 holding.
  • Jones Financial Companies first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2024 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.