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

Austin Private Wealth’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	$341K	Sell	6,232 -1,878	-23%	-$102K	0.03%	220
2025 Q3	$432K	Buy	8,110 +657	+9%	+$34K	0.03%	196
2025 Q2	$379K	Sell	7,453 -109	-1%	-$5.28K	0.03%	208
2025 Q1	$349K	Sell	7,562 -172	-2%	-$7.91K	0.03%	199
2024 Q4	$337K	Buy	7,734 +547	+8%	+$25.1K	0.03%	187
2024 Q3	$350K	Buy	7,187 +243	+3%	+$11.2K	0.03%	183
2024 Q2	$311K	Sell	6,944 -401	-5%	-$18.2K	0.03%	174
2024 Q1	$333K	Buy	7,345 +309	+4%	+$13.6K	0.04%	161
2023 Q4	$308K	Buy	7,036 +1,650	+31%	+$67.8K	0.04%	150
2023 Q3	$217K	Buy	+5,386	New	+$226K	0.03%	155

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Austin Private Wealth's LCTD Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 23% in Q4 2025, selling an estimated $102K and leaving 6,232 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #220.

Austin Private Wealth first reported a position in LCTD in Q3 2023 and has held it in 10 quarters since. The position peaked at $432K in Q3 2025. 100 funds tracked by Wall St. Rank hold LCTD as of Q4 2025.

Austin Private Wealth held 6,232 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $341K as of Q4 2025.
Austin Private Wealth sold 1,878 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $102K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #220 holding.
Austin Private Wealth first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 10 quarters since.
Austin Private Wealth's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $432K 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 Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.