MGO One Seven’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

MGO One Seven’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	$336K	Sell	5,567 -406	-7%	-$24.9K	0.01%	1191
2026 Q1	$346K	Buy	+5,973	New	+$364K	0.01%	1069
2023 Q2	–	Sell	-7,860	Closed	-$358K	–	863
2023 Q1	$358K	Buy	+7,860	New	+$359K	0.02%	602

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

MGO One Seven's LDEM Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 6.8% in Q2 2026, selling an estimated $24.9K and leaving 5,567 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1191.

MGO One Seven first reported a position in LDEM in Q1 2023 and has held it in 3 quarters since. The position peaked at $358K in Q1 2023. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

MGO One Seven held 5,567 shares of iShares ESG MSCI EM Leaders ETF worth $336K as of Q2 2026.
MGO One Seven sold 406 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $24.9K.
iShares ESG MSCI EM Leaders ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1191 holding.
MGO One Seven first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2023 and has held it in 3 quarters since.
MGO One Seven's iShares ESG MSCI EM Leaders ETF position peaked at $358K in Q1 2023.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.