Elios Financial Group’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
$443K Buy
8,711
+178
+2% +$8.62K 0.2% 91
2025
Q1
$394K Sell
8,533
-16
-0.2% -$736 0.19% 86
2024
Q4
$372K Buy
8,549
+281
+3% +$12.9K 0.18% 92
2024
Q3
$402K Buy
+8,268
New +$382K 0.19% 89

Other funds holding LCTD

Elios Financial Group's LCTD Position: Q2 2025 in Review

Elios Financial Group increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 2.1% in Q2 2025, buying an estimated $8.62K and bringing the position to 8,711 shares worth $443K. The position accounts for 0.2% of the portfolio, ranked #91.

Elios Financial Group first reported a position in LCTD in Q3 2024 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

  • Elios Financial Group held 8,711 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $443K as of Q2 2025.
  • Elios Financial Group bought 178 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $8.62K.
  • iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.2% of Elios Financial Group's portfolio in Q2 2025, its #91 holding.
  • Elios Financial Group first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 4 quarters since.
  • 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 Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.