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

Buck Wealth Strategies’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
2023
Q4 		– Sell
-15
Closed -$604 – 228
2023
Q3 		$604 Buy
+15
New +$629 ﹤0.01% 344

Other funds holding LCTD

California State Teachers Retirement System (CalSTRS)
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FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Buck Wealth Strategies's LCTD Position: Q4 2023 in Review

Buck Wealth Strategies sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2023, closing a stake of 15 shares — an estimated $604 sold.

Buck Wealth Strategies first reported a position in LCTD in Q3 2023 and held it in 1 quarter. The position peaked at $604 in Q3 2023. 81 funds tracked by Wall St. Rank hold LCTD as of Q4 2023.

  • Buck Wealth Strategies reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 15 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2023, an estimated $604.
  • Buck Wealth Strategies first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $604 in Q3 2023.
  • 81 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.