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Ishares Tr esg msci em ldrs shares owned by Waterford Advisors

Quarter-by-quarter ownership of Ishares Tr esg msci em ldrs (LDEM) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Ishares Tr esg msci em ldrs

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg msci em ldrs held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg msci em ldrs by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $300k 12k 24.20

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Waterford Advisors

Top funds holding Ishares Tr esg msci em ldrs

Old Mission Capital
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Daiwa Securities Group
Values Added Financial
CI Private Wealth
CI Investments
Waterford Advisors
Beta Wealth
Merit Financial Group
Integrity Advisory Solutions
Advisor Group Holdings
One Wealth Advisors
Pathstone Holdings
Jane Street

View all funds holding Ishares Tr esg msci em ldrs