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LDEM — ISHARES ESG MSCI EM LEADERS

Reported value held$3.25M
Funds holding (latest)10
Sector—
Funds holding (Q2 2026)6
Institutional value$2.06M · 34.34K sh
New / Add / Cut / Exit2 / 2 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +447.7% (+28.07K sh)
Institutional value change Up +465.8%

As of Q2 2026, 6 SEC-registered investment managers reported holding LDEM (ISHARES ESG MSCI EM LEADERS) in their latest 13F filings, with a combined reported value of $2.06M across 34.34K shares. That is +447.7% by share count (+28.07K shares) versus the previous quarter, while reported value moved +465.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 6 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 27.94K $1.67M 0.00% New
Bank of America Corp history 3.73K $225.29K 0.00% Add
Citigroup Inc history 2.44K $147.48K 0.00% Add
UBS Group AG history 171 $10.31K 0.00% Reduce
Morgan Stanley history 43 $2.60K 0.00% Reduce
BlackRock Inc history 1 $46 0.00% New

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 3.71K $214.92K 0.00% Reduce
Citigroup Inc history 2.24K $129.89K 0.00% Add
UBS Group AG history 268 $15.53K 0.00% New
Morgan Stanley history 52 $3.02K 0.00% Reduce

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 17.20K $999.40K 0.00% Reduce
Bank of America Corp history 4.50K $261.38K 0.00% Reduce
Citigroup Inc history 1.91K $110.99K 0.00% Add
Morgan Stanley history 59 $3.45K 0.00% Reduce

Q3 2025 — 4 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 17.30K $1.02M 0.00% Reduce
Bank of America Corp history 4.61K $271.50K 0.00% Reduce
Citigroup Inc history 904 $53.27K 0.00% Add
Morgan Stanley history 78 $4.65K 0.00% New

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 19.46K $1.05M 0.00% Reduce
Bank of America Corp history 5.44K $293.65K 0.00% Reduce
Citigroup Inc history 249 $13.43K 0.00% Add

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 20.14K $981.33K 0.00% Reduce
Bank of America Corp history 5.94K $289.45K 0.00% Hold
UBS Group AG history 849 $41.36K 0.00% New
Morgan Stanley history 286 $13.94K 0.00% Hold
Citigroup Inc history 97 $4.73K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 10 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
JPMorgan Chase & Co 27.94K — 17.20K 17.30K 19.46K 20.14K 23.77K 33.65K 39.31K 46.37K 58.94K 307.27K 247.50K 183.19K 161.57K 693 3.21K 11.40K 291 —
Bank of America Corp 3.73K 3.71K 4.50K 4.61K 5.44K 5.94K 5.97K 5.89K 5.49K 5.32K 5.47K 5.33K 4.25K 4.89K 4.56K 6.50K 11.75K 11.67K 11.85K 12.24K
Citigroup Inc 2.44K 2.24K 1.91K 904 249 97 — — — — — — — — — — — — — —
UBS Group AG 171 268 — — — 849 — 641 140 — 2.52K 1.82K — — 4.34K 3.43K 483 350 635 —
Morgan Stanley 43 52 59 78 — 286 286 2 2 1 — — 318 318 318 — — — — —
BlackRock Inc 1 — — — — — — — — — — — — — — — — — — —
Citadel Advisors — — — — — — 16.20K 14.51K 31.18K 29.86K 13.38K 6.35K 6.61K 10.88K 16.57K 48.41K — — — —
Fidelity Management & Research (FMR) — — — — — — — — — — — — — — 7 — 1 — — —
Northern Trust Corp — — — — — — — — — — — — — — — — — — — 7.41K
Wells Fargo & Co — — — — — — — — — — — — — — — 219 219 — — —

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