Pathfinder Wealth Consulting
LDEM icon

Pathfinder Wealth Consulting’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Pathfinder Wealth Consulting’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
-4,748
Closed -$275K – 82
2026
Q1 		$275K Hold
4,748
– – 0.18% 121
2025
Q4 		$276K Buy
+4,748
New +$280K 0.17% 121

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 $53.6B AUM 32.29% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Beta Wealth Group
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Pathfinder Wealth Consulting's LDEM Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2026, closing a stake of 4,748 shares — an estimated $275K sold.

Pathfinder Wealth Consulting first reported a position in LDEM in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 4,748 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $275K.
  • Pathfinder Wealth Consulting first reported a position in iShares ESG MSCI EM Leaders ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's iShares ESG MSCI EM Leaders ETF position peaked at $276K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.