AWM
LCTD icon

AE Wealth Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

AE Wealth Management’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
2026
Q1 		$494K Sell
8,944
-247
-3% -$14K ﹤0.01% 1121
2025
Q4 		$502K Buy
9,191
+772
+9% +$41.7K ﹤0.01% 1049
2025
Q3 		$449K Buy
8,419
+263
+3% +$13.6K ﹤0.01% 1017
2025
Q2 		$415K Buy
8,156
+290
+4% +$14K ﹤0.01% 989
2025
Q1 		$363K Sell
7,866
-393
-5% -$18.1K ﹤0.01% 1014
2024
Q4 		$359K Sell
8,259
-215
-3% -$9.86K ﹤0.01% 1025
2024
Q3 		$412K Buy
8,474
+26
+0.3% +$1.2K ﹤0.01% 940
2024
Q2 		$378K Sell
8,448
-400
-5% -$18.2K ﹤0.01% 962
2024
Q1 		$404K Sell
8,848
-3,380
-28% -$149K ﹤0.01% 878
2023
Q4 		$532K Buy
+12,228
New +$502K ﹤0.01% 1395

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