DFPG Investments’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

DFPG Investments’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
2023 Q4	$333K	Buy	7,747 +790	+11%	+$32.4K	0.03%	495
2023 Q3	$278K	Buy	+6,957	New	+$292K	0.03%	489

Other funds holding LCTD

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFPG Investments's LCTD Position: Q4 2023 in Review

DFPG Investments increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 11% in Q4 2023, buying an estimated $32.4K and bringing the position to 7,747 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #495.

DFPG Investments first reported a position in LCTD in Q3 2023 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold LCTD as of Q4 2023.

DFPG Investments held 7,747 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $333K as of Q4 2023.
DFPG Investments bought 790 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2023, an estimated $32.4K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #495 holding.
DFPG Investments first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 2 quarters since.
81 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.