MFG
LDEM icon

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

Merit Financial 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 		$441K Sell
7,316
-733
-9% -$44.9K ﹤0.01% 1569
2026
Q1 		$467K Sell
8,049
-2,725
-25% -$166K ﹤0.01% 1409
2025
Q4 		$626K Sell
10,774
-1,038
-9% -$61.2K 0.01% 1163
2025
Q3 		$696K Sell
11,812
-1,852
-14% -$104K 0.01% 1009
2025
Q2 		$737K Sell
13,664
-1,670
-11% -$84K 0.01% 921
2025
Q1 		$747K Sell
15,334
-7,162
-32% -$342K 0.01% 769
2024
Q4 		$1.02M Buy
22,496
+1,236
+6% +$59.6K 0.02% 506
2024
Q3 		$1.07M Sell
21,260
-2,355
-10% -$109K 0.02% 408
2024
Q2 		$1.07M Sell
23,615
-193
-0.8% -$8.64K 0.02% 394
2024
Q1 		$1.09M Buy
23,808
+3,056
+15% +$131K 0.03% 382
2023
Q4 		$912K Buy
20,752
+74
+0.4% +$3.17K 0.03% 335
2023
Q3 		$885K Buy
20,678
+928
+5% +$41.4K 0.03% 349
2023
Q2 		$884K Buy
19,750
+4,334
+28% +$195K 0.03% 357
2023
Q1 		$702K Buy
15,416
+1,178
+8% +$53.8K 0.03% 337
2022
Q4 		$607K Buy
14,238
+1,993
+16% +$85.3K 0.02% 383
2022
Q3 		$499K Buy
12,245
+566
+5% +$25.9K 0.02% 356
2022
Q2 		$554K Buy
11,679
+4,702
+67% +$233K 0.02% 336
2022
Q1 		$376K Buy
+6,977
New +$390K 0.02% 273

Other funds holding LDEM

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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Merit Financial Group's LDEM Position: Q2 2026 in Review

Merit Financial Group reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 9.1% in Q2 2026, selling an estimated $44.9K and leaving 7,316 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Merit Financial Group first reported a position in LDEM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09M in Q1 2024. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Merit Financial Group held 7,316 shares of iShares ESG MSCI EM Leaders ETF worth $441K as of Q2 2026.
  • Merit Financial Group sold 733 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $44.9K.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1569 holding.
  • Merit Financial Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's iShares ESG MSCI EM Leaders ETF position peaked at $1.09M in Q1 2024.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.