Mather Group’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Mather Group’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 Q3	$56.3K	Hold	931	–	–	﹤0.01%	1129
2026 Q2	$56.2K	Hold	931	–	–	﹤0.01%	1076
2026 Q1	$54K	Buy	+931	New	+$56.7K	﹤0.01%	1046
2025 Q4	–	Sell	-947	Closed	-$55.8K	–	1208
2025 Q3	$55.8K	Buy	+947	New	+$53.2K	﹤0.01%	884
2025 Q2	–	Sell	-947	Closed	-$46.1K	–	1235
2025 Q1	$46.1K	Sell	947 -22	-2%	-$1.05K	﹤0.01%	908
2024 Q4	$44K	Hold	969	–	–	﹤0.01%	903
2024 Q3	$48.8K	Sell	969 -216	-18%	-$10K	﹤0.01%	885
2024 Q2	$51.9K	Sell	1,185 -14	-1%	-$627	﹤0.01%	987
2024 Q1	$52.7K	Buy	+1,199	New	+$51.6K	﹤0.01%	858

Other funds holding LDEM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Mather Group's LDEM Position: Q3 2026 in Review

Mather Group held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q3 2026 at 931 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Mather Group first reported a position in LDEM in Q1 2024 and has held it in 9 quarters since. 4 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

Mather Group held 931 shares of iShares ESG MSCI EM Leaders ETF worth $56.3K as of Q3 2026.
Mather Group left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q3 2026.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1129 holding.
Mather Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2024 and has held it in 9 quarters since.
4 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.