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

Atria Wealth Solutions’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 Q2	–	Sell	-24,513	Closed	-$1.13M	–	1724
2025 Q1	$1.13M	Sell	24,513 -1,720	-7%	-$79.1K	0.01%	832
2024 Q4	$1.14M	Sell	26,233 -1,909	-7%	-$87.6K	0.01%	879
2024 Q3	$1.37M	Buy	28,142 +89	+0.3%	+$4.11K	0.01%	795
2024 Q2	$1.26M	Sell	28,053 -928	-3%	-$42.1K	0.01%	801
2024 Q1	$1.32M	Sell	28,981 -2,314	-7%	-$102K	0.01%	790
2023 Q4	$1.37M	Buy	31,295 +7,363	+31%	+$302K	0.02%	747
2023 Q3	$964K	Buy	+23,932	New	+$1M	0.01%	827

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

Atria Wealth Solutions's LCTD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2025, closing a stake of 24,513 shares — an estimated $1.13M sold.

Atria Wealth Solutions first reported a position in LCTD in Q3 2023 and held it in 7 quarters. The position peaked at $1.37M in Q3 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 24,513 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $1.13M.
Atria Wealth Solutions first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.37M in Q3 2024.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.