Morling Financial Advisors
LDEM icon

Morling Financial Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Morling Financial Advisors’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 		– Sell
-462
Closed -$26.8K – 126
2026
Q1 		$26.8K Hold
462
– – 0.01% 95
2025
Q4 		$26.8K Buy
+462
New +$27.3K 0.01% 91

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GTS Securities
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 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

Morling Financial Advisors's LDEM Position: Q2 2026 in Review

Morling Financial Advisors sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026, closing a stake of 462 shares — an estimated $26.8K sold.

Morling Financial Advisors first reported a position in LDEM in Q4 2025 and held it in 2 quarters. The position peaked at $26.8K in Q4 2025. 40 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Morling Financial Advisors reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 462 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $26.8K.
  • Morling Financial Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2025 and held it in 2 quarters.
  • Morling Financial Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $26.8K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.