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

Coldstream Capital 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	-98	Closed	-$4.53K	–	2319
2025 Q1	$4.53K	Buy	+98	New	+$4.51K	﹤0.01%	2745

Other funds holding LCTD

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Coldstream Capital Management's LCTD Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2025, closing a stake of 98 shares — an estimated $4.53K sold.

Coldstream Capital Management first reported a position in LCTD in Q1 2025 and held it in 1 quarter. The position peaked at $4.53K in Q1 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

Coldstream Capital 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.
Coldstream Capital Management sold 98 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $4.53K.
Coldstream Capital Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.53K 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 Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.