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O'Shaughnessy Asset Management’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

O'Shaughnessy Asset Management’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 		$22.2K Hold
368
– – ﹤0.01% 2371
2026
Q1 		$21.3K Hold
368
– – ﹤0.01% 2337
2025
Q4 		$21.4K Hold
368
– – ﹤0.01% 2338
2025
Q3 		$21.7K Hold
368
– – ﹤0.01% 2275
2025
Q2 		$19.9K Hold
368
– – ﹤0.01% 2123
2025
Q1 		$17.9K Hold
368
– – ﹤0.01% 2065
2024
Q4 		$16.7K Buy
+368
New +$17.8K ﹤0.01% 2019

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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

O'Shaughnessy Asset Management's LDEM Position: Q2 2026 in Review

O'Shaughnessy Asset Management held its iShares ESG MSCI EM Leaders ETF (LDEM) position steady in Q2 2026 at 368 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

O'Shaughnessy Asset Management first reported a position in LDEM in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • O'Shaughnessy Asset Management held 368 shares of iShares ESG MSCI EM Leaders ETF worth $22.2K as of Q2 2026.
  • O'Shaughnessy Asset Management left its iShares ESG MSCI EM Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2371 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.