Factory Mutual Insurance’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Factory Mutual Insurance’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	-1,147,970	Closed	-$50M	–	175
2024 Q4	$50M	Hold	1,147,970	–	–	0.54%	41
2024 Q3	$55.8M	Sell	1,147,970 -906,000	-44%	-$41.9M	0.58%	44
2024 Q2	$92M	Hold	2,053,970	–	–	1.05%	20
2024 Q1	$93.8M	Hold	2,053,970	–	–	1.08%	20
2023 Q4	$89.8M	Hold	2,053,970	–	–	1.12%	22
2023 Q3	$82.7M	Hold	2,053,970	–	–	1.15%	22
2023 Q2	$87.3M	Hold	2,053,970	–	–	1.29%	19
2023 Q1	$85.7M	Hold	2,053,970	–	–	1.34%	17
2022 Q4	$79.2M	Hold	2,053,970	–	–	1.2%	24
2022 Q3	$69.6M	Hold	2,053,970	–	–	1.14%	22
2022 Q2	$77.9M	Hold	2,053,970	–	–	1.28%	17
2022 Q1	$92M	Buy	2,053,970 +443,100	+28%	+$20.1M	1.24%	21
2021 Q4	$71.9M	Hold	1,610,870	–	–	1.04%	26
2021 Q3	$75.5M	Hold	1,610,870	–	–	0.94%	28
2021 Q2	$77.3M	Buy	+1,610,870	New	+$77.3M	0.95%	30

Other funds holding LCTD

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.43B AUM 44.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Factory Mutual Insurance's LCTD Position: Q1 2025 in Review

Factory Mutual Insurance sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2025, closing a stake of 1,147,970 shares — an estimated $50M sold.

Factory Mutual Insurance first reported a position in LCTD in Q2 2021 and held it in 15 quarters. The position peaked at $93.8M in Q1 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2025.

Factory Mutual Insurance 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.
Factory Mutual Insurance sold 1,147,970 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $50M.
Factory Mutual Insurance first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and held it in 15 quarters.
Factory Mutual Insurance's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $93.8M in Q1 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 Factory Mutual Insurance's 13F filing for Q1 2025, filed 17 Apr 2025.