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Disclosery

LDEM ISHARES TR

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ESG MSCI EM LDRS (fund)

35 managers (35 13F filers) reported a position in LDEM shares at 2025-12-31, 317,553 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
1
Added
14
Reduced
11
Sold out
4
Shares held by filers
317,553

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC65,714$3.82M0.01%-4,58713F-HRTimeline
OLD MISSION CAPITAL LLC60,501$3.52M0.14%+34,34713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,992$1.34M0.02%+57713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,198$999K<0.01%-10713F-HRTimelineGroup
Values Added Financial LLC16,394$953K0.4%-37713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.15,550$904K<0.01%+1,84013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,832$746K<0.01%-2,57613F-HR/ATimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.11,640$676K<0.01%+1,10013F-HRTimelineGroup
Merit Financial Group, LLC10,774$626K0.01%-1,03813F-HRTimeline
Beta Wealth Group, Inc.9,228$536K0.22%+1213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,881$458K<0.01%+1,56113F-HRTimelineGroup
One Wealth Advisors, LLC7,566$440K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,537$438K<0.01%+81413F-HRTimelineGroup
Integrity Advisory Solutions, LLC7,421$431K0.06%+84813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,824$338K<0.01%+62513F-HRTimelineGroup
Ariadne Wealth Management, LP4,807$303K0.13%-3313F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,748$276K0.17%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,628$269K<0.01%+2,34813F-HRTimelineGroup
Aries Wealth Management4,560$265K0.06%-42013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,498$261K<0.01%-10913F-HRTimelineGroup
Aprio Wealth Management, LLC4,003$233K0.01%+8613F-HRTimeline
Farther Finance Advisors, LLC3,083$179K<0.01%+2,30713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,910$111K<0.01%+1,00613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,634$95K<0.01%-11313F-HRTimelineGroup
Addison Advisors LLC1,375$79.9K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…866$50.3K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.540$31.4K0.01%013F-HRTimeline
Morling Financial Advisors, LLC462$26.8K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC368$21.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC368$21.4K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC245$14.2K<0.01%-3,35813F-HRTimeline
Front Row Advisors LLC215$12.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc101$5.87K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY59$3.45K<0.01%-1913F-HR/ATimelineGroup
IFC & Insurance Marketing, Inc.31$2K<0.01%13F-HRTimeline