EFG
LCTD icon

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

Elios Financial Group’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
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

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PAS
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FTUS
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Cetera Investment Advisers
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Carson Wealth (CWM LLC)
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MML Investors Services
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