Diversify Advisory Services’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,692
Closed -$226K 852
2025
Q1
$226K Sell
4,692
-1,339
-22% -$61.6K 0.01% 585
2024
Q4
$262K Sell
6,031
-1,712
-22% -$78.5K 0.01% 519
2024
Q3
$363K Sell
7,743
-769
-9% -$35.5K 0.02% 455
2024
Q2
$386K Buy
8,512
+249
+3% +$11.3K 0.02% 433
2024
Q1
$376K Buy
+8,263
New +$365K 0.02% 486

Other funds holding LCTD

Diversify Advisory Services's LCTD Position: Q2 2025 in Review

Diversify Advisory Services sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2025, closing a stake of 4,692 shares — an estimated $226K sold.

Diversify Advisory Services first reported a position in LCTD in Q1 2024 and held it in 5 quarters. The position peaked at $386K in Q2 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

  • Diversify Advisory Services 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.
  • Diversify Advisory Services sold 4,692 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $226K.
  • Diversify Advisory Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and held it in 5 quarters.
  • Diversify Advisory Services's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $386K in Q2 2024.
  • 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 Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.