UBS Group’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

UBS Group’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	$10.3K	Sell	171 -97	-36%	-$5.95K	﹤0.01%	8555
2026 Q1	$15.5K	Buy	+268	New	+$16.3K	﹤0.01%	8120
2025 Q2	–	Sell	-849	Closed	-$41.4K	–	10584
2025 Q1	$41.4K	Buy	+849	New	+$40.5K	﹤0.01%	7721
2024 Q4	–	Sell	-641	Closed	-$32.3K	–	10199
2024 Q3	$32.3K	Buy	641 +501	+358%	+$23.2K	﹤0.01%	7092
2024 Q2	$6.32K	Buy	+140	New	+$6.27K	﹤0.01%	7928
2024 Q1	–	Sell	-2,522	Closed	-$111K	–	9714
2023 Q4	$111K	Buy	2,522 +701	+38%	+$30.1K	﹤0.01%	6116
2023 Q3	$77.9K	Buy	+1,821	New	+$81.2K	﹤0.01%	6001
2023 Q1	–	Sell	-4,345	Closed	-$185K	–	10007
2022 Q4	$185K	Buy	4,345 +919	+27%	+$39.3K	﹤0.01%	5521
2022 Q3	$140K	Buy	3,426 +2,943	+609%	+$134K	﹤0.01%	5417
2022 Q2	$23K	Buy	483 +133	+38%	+$6.6K	﹤0.01%	6704
2022 Q1	$19K	Sell	350 -285	-45%	-$15.9K	﹤0.01%	7512
2021 Q4	$37K	Buy	+635	New	+$38.6K	﹤0.01%	7190
2020 Q2	–	Sell	-661	Closed	-$26K	–	8167
2020 Q1	$26K	Buy	+661	New	+$29.8K	﹤0.01%	6327

Other funds holding LDEM

OMC

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 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

UBS Group's LDEM Position: Q2 2026 in Review

UBS Group reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 36% in Q2 2026, selling an estimated $5.95K and leaving 171 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8555.

UBS Group first reported a position in LDEM in Q1 2020 and has held it in 13 quarters since. The position peaked at $185K in Q4 2022. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

UBS Group held 171 shares of iShares ESG MSCI EM Leaders ETF worth $10.3K as of Q2 2026.
UBS Group sold 97 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $5.95K.
iShares ESG MSCI EM Leaders ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8555 holding.
UBS Group first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2020 and has held it in 13 quarters since.
UBS Group's iShares ESG MSCI EM Leaders ETF position peaked at $185K in Q4 2022.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.