EPW
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Endeavor Private Wealth’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Endeavor Private Wealth’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
Q1 		– Sell
-1,151
Closed -$50.1K – 179
2024
Q4 		$50.1K Buy
+1,151
New +$52.8K 0.05% 116

Other funds holding LCTD

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Endeavor Private Wealth's LCTD Position: Q1 2025 in Review

Endeavor Private Wealth sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2025, closing a stake of 1,151 shares — an estimated $50.1K sold.

Endeavor Private Wealth first reported a position in LCTD in Q4 2024 and held it in 1 quarter. The position peaked at $50.1K in Q4 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2025.

  • Endeavor Private Wealth reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
  • Endeavor Private Wealth sold 1,151 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $50.1K.
  • Endeavor Private Wealth first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 1 quarter.
  • Endeavor Private Wealth's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $50.1K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Endeavor Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.