RCS
LDEM icon

Retirement Capital Strategies’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Retirement Capital Strategies’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
2025
Q2 		– Sell
-7,314
Closed -$356K – 75
2025
Q1 		$356K Buy
+7,314
New +$349K 0.14% 70
2024
Q4 		– Sell
-16,504
Closed -$830K – 84
2024
Q3 		$830K Buy
+16,504
New +$766K 0.33% 42

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Retirement Capital Strategies's LDEM Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares ESG MSCI EM Leaders ETF (LDEM) in Q2 2025, closing a stake of 7,314 shares — an estimated $356K sold.

Retirement Capital Strategies first reported a position in LDEM in Q3 2024 and held it in 2 quarters. The position peaked at $830K in Q3 2024. 28 funds tracked by Wall St. Rank hold LDEM as of Q2 2025.

  • Retirement Capital Strategies reported no remaining iShares ESG MSCI EM Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 7,314 iShares ESG MSCI EM Leaders ETF shares in Q2 2025, an estimated $356K.
  • Retirement Capital Strategies first reported a position in iShares ESG MSCI EM Leaders ETF in Q3 2024 and held it in 2 quarters.
  • Retirement Capital Strategies's iShares ESG MSCI EM Leaders ETF position peaked at $830K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.