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 Q3	$329K	Sell	5,434 -133	-2%	-$8.05K	0.01%	1184
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 $77B AUM 19.24% 1-Year Est. Return

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

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return

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

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

MGO One Seven's LDEM Position: Q3 2026 in Review

MGO One Seven reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 2.4% in Q3 2026, selling an estimated $8.05K and leaving 5,434 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1184.

MGO One Seven first reported a position in LDEM in Q1 2023 and has held it in 4 quarters since. The position peaked at $358K in Q1 2023. 20 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

MGO One Seven held 5,434 shares of iShares ESG MSCI EM Leaders ETF worth $329K as of Q3 2026.
MGO One Seven sold 133 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $8.05K.
iShares ESG MSCI EM Leaders ETF made up 0.01% of MGO One Seven's portfolio in Q3 2026, its #1184 holding.
MGO One Seven first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2023 and has held it in 4 quarters since.
MGO One Seven's iShares ESG MSCI EM Leaders ETF position peaked at $358K in Q1 2023.
20 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.