Osaic Holdings
LDEM icon

Osaic Holdings’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Osaic Holdings’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 		$26.6K Sell
441
-423
-49% -$25.9K ﹤0.01% 5942
2026
Q1 		$50K Sell
864
-6,673
-89% -$406K ﹤0.01% 5215
2025
Q4 		$438K Buy
7,537
+814
+12% +$48K ﹤0.01% 3458
2025
Q3 		$377K Buy
6,723
+6,401
+1,988% +$359K ﹤0.01% 3667
2025
Q2 		$17.3K Sell
322
-4
-1% -$201 ﹤0.01% 5817
2025
Q1 		$15.9K Buy
+326
New +$15.5K ﹤0.01% 5519
2024
Q2 		– Sell
-40
Closed -$1.75K – 7526
2024
Q1 		$1.75K Sell
40
-111
-74% -$4.78K ﹤0.01% 6513
2023
Q4 		$6.64K Sell
151
-133
-47% -$5.71K ﹤0.01% 6037
2023
Q3 		$12.1K Sell
284
-2,983
-91% -$133K ﹤0.01% 5817
2023
Q2 		$146K Sell
3,267
-115
-3% -$5.17K ﹤0.01% 4150
2023
Q1 		$154K Sell
3,382
-742
-18% -$33.9K ﹤0.01% 4081
2022
Q4 		$176K Sell
4,124
-1,320
-24% -$56.5K ﹤0.01% 3966
2022
Q3 		$222K Buy
5,444
+833
+18% +$38.1K ﹤0.01% 3641
2022
Q2 		$218K Buy
4,611
+1,191
+35% +$59.1K ﹤0.01% 3708
2022
Q1 		$51K Sell
3,420
-2,174
-39% -$122K ﹤0.01% 5079
2021
Q4 		$322K Buy
5,594
+4,153
+288% +$252K ﹤0.01% 3491
2021
Q3 		$87K Buy
1,441
+601
+72% +$37.7K ﹤0.01% 4649
2021
Q2 		$55K Buy
840
+493
+142% +$31.6K ﹤0.01% 4971
2021
Q1 		$22K Buy
347
+97
+39% +$6.21K ﹤0.01% 5411
2020
Q4 		$15K Buy
+250
New +$14K ﹤0.01% 5332

Other funds holding LDEM

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

Osaic Holdings's LDEM Position: Q2 2026 in Review

Osaic Holdings reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 49% in Q2 2026, selling an estimated $25.9K and leaving 441 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5942.

Osaic Holdings first reported a position in LDEM in Q4 2020 and has held it in 20 quarters since. The position peaked at $438K in Q4 2025. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Osaic Holdings held 441 shares of iShares ESG MSCI EM Leaders ETF worth $26.6K as of Q2 2026.
  • Osaic Holdings sold 423 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $25.9K.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5942 holding.
  • Osaic Holdings first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2020 and has held it in 20 quarters since.
  • Osaic Holdings's iShares ESG MSCI EM Leaders ETF position peaked at $438K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.