Oakmont Advisory Group’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Oakmont Advisory Group’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	$22.8K	Buy	+378	New	+$23.2K	0.02%	242

Other funds holding LDEM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

Oakmont Advisory Group's LDEM Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026: 378 shares worth $22.8K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings.

40 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Oakmont Advisory Group held 378 shares of iShares ESG MSCI EM Leaders ETF worth $22.8K as of Q2 2026.
iShares ESG MSCI EM Leaders ETF was a new Oakmont Advisory Group position in Q2 2026.
iShares ESG MSCI EM Leaders ETF made up 0.02% of Oakmont Advisory Group's portfolio in Q2 2026, its #242 holding.
40 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.