Avantax Advisory Services’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
5,304
+132
+3% +$6.39K ﹤0.01% 1999
2025
Q1
$239K Sell
5,172
-688
-12% -$31.6K ﹤0.01% 1989
2024
Q4
$255K Sell
5,860
-362
-6% -$16.6K ﹤0.01% 1896
2024
Q3
$303K Sell
6,222
-323
-5% -$14.9K ﹤0.01% 1741
2024
Q2
$293K Buy
6,545
+556
+9% +$25.2K ﹤0.01% 1711
2024
Q1
$274K Buy
5,989
+660
+12% +$29.1K ﹤0.01% 1355
2023
Q4
$233K Buy
+5,329
New +$219K ﹤0.01% 1381

Other funds holding LCTD

Avantax Advisory Services's LCTD Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 2.6% in Q2 2025, buying an estimated $6.39K and bringing the position to 5,304 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Avantax Advisory Services first reported a position in LCTD in Q4 2023 and has held it in 7 quarters since. The position peaked at $303K in Q3 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

  • Avantax Advisory Services held 5,304 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $270K as of Q2 2025.
  • Avantax Advisory Services bought 132 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $6.39K.
  • iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1999 holding.
  • Avantax Advisory Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $303K 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.