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

Atria Investments’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
2025
Q4 		– Sell
-3,783
Closed -$202K – 2089
2025
Q3 		$202K Buy
+3,783
New +$196K ﹤0.01% 1944

Other funds holding LCTD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Investments's LCTD Position: Q4 2025 in Review

Atria Investments sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2025, closing a stake of 3,783 shares — an estimated $202K sold.

Atria Investments first reported a position in LCTD in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 100 funds tracked by Wall St. Rank hold LCTD as of Q4 2025.

  • Atria Investments reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 3,783 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $202K.
  • Atria Investments first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and held it in 1 quarter.
  • Atria Investments's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $202K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.