Concourse Financial Group Securities’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-4,168	Closed	-$188K	–	1183
2024 Q4	$188K	Buy	4,168 +566	+16%	+$26K	0.01%	742
2024 Q3	$175K	Buy	3,602 +256	+8%	+$11.8K	0.01%	758
2024 Q2	$150K	Buy	3,346 +145	+5%	+$6.58K	0.01%	797
2024 Q1	$146K	Buy	3,201 +458	+17%	+$20.2K	0.01%	794
2023 Q4	$120K	Buy	2,743 +2,145	+359%	+$88.1K	0.01%	842
2023 Q3	$24.1K	Buy	598 +483	+420%	+$20.3K	﹤0.01%	1381
2023 Q2	$4.88K	Buy	+115	New	+$4.88K	﹤0.01%	1836

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Concourse Financial Group Securities's LCTD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2025, closing a stake of 4,168 shares — an estimated $188K sold.

Concourse Financial Group Securities first reported a position in LCTD in Q2 2023 and held it in 7 quarters. The position peaked at $188K in Q4 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 4,168 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $188K.
Concourse Financial Group Securities first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and held it in 7 quarters.
Concourse Financial Group Securities's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $188K in Q4 2024.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.