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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
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

Other funds holding LDEM

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
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
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
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

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. 39 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.
  • 39 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.