Values Added Financial
LDEM icon

Values Added Financial’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Values Added Financial’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
Q3 		$1.15M Buy
18,959
+3,253
+21% +$197K 0.41% 47
2026
Q2 		$947K Sell
15,706
-419
-3% -$25.7K 0.34% 54
2026
Q1 		$935K Sell
16,125
-269
-2% -$16.4K 0.39% 46
2025
Q4 		$953K Sell
16,394
-377
-2% -$22.2K 0.4% 49
2025
Q3 		$988K Sell
16,771
-1,805
-10% -$101K 0.44% 45
2025
Q2 		$1M Buy
18,576
+5,323
+40% +$268K 0.49% 42
2025
Q1 		$646K Buy
13,253
+2,659
+25% +$127K 0.36% 57
2024
Q4 		$481K Buy
10,594
+854
+9% +$41.2K 0.28% 67
2024
Q3 		$490K Hold
9,740
– – 0.31% 57
2024
Q2 		$439K Buy
9,740
+130
+1% +$5.82K 0.32% 57
2024
Q1 		$421K Buy
9,610
+2,634
+38% +$113K 0.33% 56
2023
Q4 		$307K Sell
6,976
-2,974
-30% -$128K 0.25% 65
2023
Q3 		$426K Buy
9,950
+1,018
+11% +$45.4K 0.39% 51
2023
Q2 		$400K Buy
+8,932
New +$401K 0.37% 54

Other funds holding LDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Beta Wealth Group
Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Values Added Financial's LDEM Position: Q3 2026 in Review

Values Added Financial increased its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 21% in Q3 2026, buying an estimated $197K and bringing the position to 18,959 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #47.

Values Added Financial first reported a position in LDEM in Q2 2023 and has held it in 14 quarters since. 20 funds tracked by Wall St. Rank hold LDEM as of Q3 2026.

  • Values Added Financial held 18,959 shares of iShares ESG MSCI EM Leaders ETF worth $1.15M as of Q3 2026.
  • Values Added Financial bought 3,253 iShares ESG MSCI EM Leaders ETF shares in Q3 2026, an estimated $197K.
  • iShares ESG MSCI EM Leaders ETF made up 0.41% of Values Added Financial's portfolio in Q3 2026, its #47 holding.
  • Values Added Financial first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2023 and has held it in 14 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.