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 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

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

Mather Group's LDEM Position: Q2 2026 in Review

Mather Group held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q2 2026 at 931 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Mather Group first reported a position in LDEM in Q1 2024 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Mather Group held 931 shares of iShares ESG MSCI EM Leaders ETF worth $56.2K as of Q2 2026.
Mather Group left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1076 holding.
Mather Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2024 and has held it in 8 quarters since.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.