Advisornet Financial’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Advisornet Financial’s Portfolio LCTD Stock Details LCTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-470	Closed	-$22.9K	–	2132
2024 Q3	$22.9K	Buy	470 +8	+2%	+$370	﹤0.01%	1155
2024 Q2	$20.7K	Buy	462 +7	+2%	+$318	﹤0.01%	1087
2024 Q1	$20.8K	Buy	455 +1	+0.2%	+$44	﹤0.01%	1063
2023 Q4	$19.9K	Buy	454 +29	+7%	+$1.19K	﹤0.01%	1083
2023 Q3	$17.1K	Buy	+425	New	+$17.8K	﹤0.01%	1079

Other funds holding LCTD

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisornet Financial's LCTD Position: Q4 2024 in Review

Advisornet Financial sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2024, closing a stake of 470 shares — an estimated $22.9K sold.

Advisornet Financial first reported a position in LCTD in Q3 2023 and held it in 5 quarters. The position peaked at $22.9K in Q3 2024. 98 funds tracked by Wall St. Rank hold LCTD as of Q4 2024.

Advisornet Financial reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 470 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $22.9K.
Advisornet Financial first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 5 quarters.
Advisornet Financial's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $22.9K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.