Merit Financial Group
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
Q3 		$446K Buy
7,366
+50
+0.7% +$3.02K ﹤0.01% 1639
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 $77B AUM 19.24% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Beta Wealth Group
Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Merit Financial Group's LDEM Position: Q3 2026 in Review

Merit Financial Group increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 0.68% in Q3 2026, buying an estimated $3.02K and bringing the position to 7,366 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Merit Financial Group first reported a position in LDEM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2024. 20 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

  • Merit Financial Group held 7,366 shares of iShares ESG MSCI EM Leaders ETF worth $446K as of Q3 2026.
  • Merit Financial Group bought 50 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $3.02K.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1639 holding.
  • Merit Financial Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2022 and has held it in 19 quarters since.
  • Merit Financial Group's iShares ESG MSCI EM Leaders ETF position peaked at $1.09M in Q1 2024.
  • 20 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.