Waterford Advisors’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History

Waterford Advisors’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 Q1	$300K	Buy	+12,406	New	+$755K	0.1%	48

Other funds holding LDEM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.8B AUM 20.7% 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 $20.6B AUM 29.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Waterford Advisors's LDEM Position: Q1 2026 in Review

Waterford Advisors opened a new position in iShares ESG MSCI EM Leaders ETF (LDEM) in Q1 2026: 12,406 shares worth $300K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings.

39 funds tracked by Wall St. Rank hold LDEM as of Q1 2026.

Waterford Advisors held 12,406 shares of iShares ESG MSCI EM Leaders ETF worth $300K as of Q1 2026.
iShares ESG MSCI EM Leaders ETF was a new Waterford Advisors position in Q1 2026.
iShares ESG MSCI EM Leaders ETF made up 0.1% of Waterford Advisors's portfolio in Q1 2026, its #48 holding.
39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.