Cetera Advisor Networks’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Cetera Advisor Networks’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	$583K	Sell	12,767 -93	-0.7%	-$4.1K	﹤0.01%	1831
2023 Q4	$562K	Buy	12,860 +4,353	+51%	+$179K	﹤0.01%	1782
2023 Q3	$343K	Buy	+8,507	New	+$357K	﹤0.01%	2056

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 $109B AUM 42.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

PAS

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

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

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

Cetera Advisor Networks's LCTD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 0.72% in Q1 2024, selling an estimated $4.1K and leaving 12,767 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Cetera Advisor Networks first reported a position in LCTD in Q3 2023 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold LCTD as of Q1 2024.

Cetera Advisor Networks held 12,767 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $583K as of Q1 2024.
Cetera Advisor Networks sold 93 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $4.1K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1831 holding.
Cetera Advisor Networks first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 3 quarters since.
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 Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.