CAWM
LCTD icon

Capital A Wealth Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Capital A Wealth Management’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
-205
Closed -$9.47K – 673
2025
Q1 		$9.47K Hold
205
– – 0.01% 305
2024
Q4 		$8.92K Buy
+205
New +$9.4K 0.01% 321

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Envestnet Portfolio Solutions
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JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Capital A Wealth Management's LCTD Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2025, closing a stake of 205 shares — an estimated $9.47K sold.

Capital A Wealth Management first reported a position in LCTD in Q4 2024 and held it in 2 quarters. The position peaked at $9.47K in Q1 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

  • Capital A Wealth Management 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.
  • Capital A Wealth Management sold 205 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $9.47K.
  • Capital A Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $9.47K in Q1 2025.
  • 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 Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.