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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
Q1 		$26.8K Hold
462
– – 0.01% 95
2025
Q4 		$26.8K Buy
+462
New +$27.3K 0.01% 91

Other funds holding LDEM

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.8B AUM 20.7% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Morling Financial Advisors's LDEM Position: Q1 2026 in Review

Morling Financial Advisors held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q1 2026 at 462 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #95.

Morling Financial Advisors first reported a position in LDEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.8K in Q4 2025. 39 funds tracked by Wall St. Rank hold LDEM as of Q1 2026.

  • Morling Financial Advisors held 462 shares of iShares ESG MSCI EM Leaders ETF worth $26.8K as of Q1 2026.
  • Morling Financial Advisors left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q1 2026.
  • iShares ESG MSCI EM Leaders ETF made up 0.01% of Morling Financial Advisors's portfolio in Q1 2026, its #95 holding.
  • Morling Financial Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • Morling Financial Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $26.8K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.