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 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 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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Values Added Financial's LDEM Position: Q2 2026 in Review

Values Added Financial reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 2.6% in Q2 2026, selling an estimated $25.7K and leaving 15,706 shares worth $947K. The position accounts for 0.34% of the portfolio, ranked #54.

Values Added Financial first reported a position in LDEM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1M in Q2 2025. 33 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

Values Added Financial held 15,706 shares of iShares ESG MSCI EM Leaders ETF worth $947K as of Q2 2026.
Values Added Financial sold 419 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $25.7K.
iShares ESG MSCI EM Leaders ETF made up 0.34% of Values Added Financial's portfolio in Q2 2026, its #54 holding.
Values Added Financial first reported a position in iShares ESG MSCI EM Leaders ETF in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's iShares ESG MSCI EM Leaders ETF position peaked at $1M in Q2 2025.
33 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.