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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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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. 12 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.
  • 12 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.