AE Wealth Management’s BlackRock World ex US Carbon Transition Readiness ETF LCTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $415K | Buy |
8,156
+290
| +4% | +$14.7K | ﹤0.01% | 989 |
|
2025
Q1 | $363K | Sell |
7,866
-393
| -5% | -$18.2K | ﹤0.01% | 1014 |
|
2024
Q4 | $359K | Sell |
8,259
-215
| -3% | -$9.36K | ﹤0.01% | 1025 |
|
2024
Q3 | $412K | Buy |
8,474
+26
| +0.3% | +$1.27K | ﹤0.01% | 940 |
|
2024
Q2 | $378K | Sell |
8,448
-400
| -5% | -$17.9K | ﹤0.01% | 961 |
|
2024
Q1 | $404K | Sell |
8,848
-3,380
| -28% | -$154K | ﹤0.01% | 878 |
|
2023
Q4 | $532K | Buy |
+12,228
| New | +$532K | ﹤0.01% | 1392 |
|