Bank of Montreal’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Bank of Montreal’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
2024 Q1	–	Sell	-23,199	Closed	-$1.02M	–	4132
2023 Q4	$1.02M	Buy	23,199 +10,941	+89%	+$449K	﹤0.01%	2034
2023 Q3	$536K	Buy	+12,258	New	+$514K	﹤0.01%	2408

Other funds holding LCTD

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

Bank of Montreal's LCTD Position: Q1 2024 in Review

Bank of Montreal sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2024, closing a stake of 23,199 shares — an estimated $1.02M sold.

Bank of Montreal first reported a position in LCTD in Q3 2023 and held it in 2 quarters. The position peaked at $1.02M in Q4 2023. 86 funds tracked by Wall St. Rank hold LCTD as of Q1 2024.

Bank of Montreal reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2024 after selling out during the quarter.
Bank of Montreal sold 23,199 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $1.02M.
Bank of Montreal first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 2 quarters.
Bank of Montreal's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.02M in Q4 2023.
86 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.