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One Wealth Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

One Wealth 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 		$439K Sell
7,284
-132
-2% -$8.1K 0.05% 201
2026
Q1 		$430K Sell
7,416
-150
-2% -$9.13K 0.05% 183
2025
Q4 		$440K Hold
7,566
– – 0.05% 187
2025
Q3 		$446K Hold
7,566
– – 0.06% 181
2025
Q2 		$408K Sell
7,566
-142
-2% -$7.14K 0.06% 182
2025
Q1 		$376K Sell
7,708
-2,205
-22% -$105K 0.06% 182
2024
Q4 		$450K Sell
9,913
-188
-2% -$9.07K 0.07% 130
2024
Q3 		$508K Sell
10,101
-159
-2% -$7.38K 0.08% 123
2024
Q2 		$463K Sell
10,260
-2,305
-18% -$103K 0.1% 107
2024
Q1 		$551K Sell
12,565
-4,321
-26% -$186K 0.1% 116
2023
Q4 		$742K Sell
16,886
-26,951
-61% -$1.16M 0.14% 80
2023
Q3 		$1.88M Sell
43,837
-5,930
-12% -$264K 0.42% 46
2023
Q2 		$2.23M Buy
49,767
+4,226
+9% +$190K 0.47% 40
2023
Q1 		$2.07M Buy
45,541
+3,001
+7% +$137K 0.48% 38
2022
Q4 		$1.81M Sell
42,540
-14,729
-26% -$631K 0.41% 44
2022
Q3 		$2.33M Buy
57,269
+35,234
+160% +$1.61M 0.76% 25
2022
Q2 		$1.05M Buy
22,035
+4,509
+26% +$224K 0.28% 55
2022
Q1 		$944K Buy
17,526
+7,778
+80% +$435K 0.23% 56
2021
Q4 		$561K Buy
9,748
+5,398
+124% +$328K 0.14% 77
2021
Q3 		$266K Buy
+4,350
New +$273K 0.08% 166

Other funds holding LDEM

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

One Wealth Advisors's LDEM Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 1.8% in Q2 2026, selling an estimated $8.1K and leaving 7,284 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #201.

One Wealth Advisors first reported a position in LDEM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q3 2022. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • One Wealth Advisors held 7,284 shares of iShares ESG MSCI EM Leaders ETF worth $439K as of Q2 2026.
  • One Wealth Advisors sold 132 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $8.1K.
  • iShares ESG MSCI EM Leaders ETF made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • One Wealth Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2021 and has held it in 20 quarters since.
  • One Wealth Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $2.33M in Q3 2022.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

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