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CFD
Creative Financial Designs’s
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
Stock Holding History
Creative Financial Designs’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
2026
Q1
$2.88K
Sell
52
-14
-21%
-$796
﹤0.01%
1716
2025
Q4
$3.61K
Sell
66
-141
-68%
-$7.63K
﹤0.01%
1588
2025
Q3
$11K
Sell
207
-937
-82%
-$48.5K
﹤0.01%
1340
2025
Q2
$58.2K
Sell
1,144
-93
-8%
-$4.5K
﹤0.01%
818
2025
Q1
$57.1K
Sell
1,237
-23
-2%
-$1.06K
﹤0.01%
785
2024
Q4
$54.8K
Buy
1,260
+66
+6%
+$3.03K
﹤0.01%
764
2024
Q3
$58.1K
Hold
1,194
–
–
﹤0.01%
739
2024
Q2
$53.5K
Sell
1,194
-10
-0.8%
-$454
﹤0.01%
735
2024
Q1
$55K
Buy
1,204
+1
+0.1%
+$44
0.01%
708
2023
Q4
$52.6K
Buy
1,203
+1,195
+14,938%
+$49.1K
0.01%
672
2023
Q3
$322
Buy
+8
New
+$335
﹤0.01%
1455
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Envestnet Portfolio Solutions
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
PAS
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$12.8B AUM
19.38%
1-Year Est. Return
FTUS
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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
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$36.1B AUM
19.68%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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