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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
Q2 		$205K Sell
8,481
-3,925
-32% -$241K 0.06% 62
2026
Q1 		$300K Buy
+12,406
New +$755K 0.1% 48

Other funds holding LDEM

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
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
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
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

Waterford Advisors's LDEM Position: Q2 2026 in Review

Waterford Advisors reduced its iShares ESG MSCI EM Leaders ETF (LDEM) stake by 32% in Q2 2026, selling an estimated $241K and leaving 8,481 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #62.

Waterford Advisors first reported a position in LDEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $300K in Q1 2026. 39 funds tracked by Wall St. Rank hold LDEM as of Q2 2026.

  • Waterford Advisors held 8,481 shares of iShares ESG MSCI EM Leaders ETF worth $205K as of Q2 2026.
  • Waterford Advisors sold 3,925 iShares ESG MSCI EM Leaders ETF shares in Q2 2026, an estimated $241K.
  • iShares ESG MSCI EM Leaders ETF made up 0.06% of Waterford Advisors's portfolio in Q2 2026, its #62 holding.
  • Waterford Advisors first reported a position in iShares ESG MSCI EM Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • Waterford Advisors's iShares ESG MSCI EM Leaders ETF position peaked at $300K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI EM Leaders ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.