GWP
LCTD icon

Gen-Wealth Partners’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Gen-Wealth Partners’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
2026
Q1 		$79.8K Buy
1,443
+26
+2% +$1.48K 0.03% 357
2025
Q4 		$77.5K Sell
1,417
-460
-25% -$24.9K 0.02% 351
2025
Q3 		$100K Sell
1,877
-43
-2% -$2.23K 0.03% 323
2025
Q2 		$97.7K Buy
1,920
+13
+0.7% +$629 0.04% 286
2025
Q1 		$88.1K Buy
1,907
+32
+2% +$1.47K 0.04% 289
2024
Q4 		$81.6K Sell
1,875
-187
-9% -$8.58K 0.04% 310
2024
Q3 		$95.3K Buy
2,062
+131
+7% +$6.06K 0.04% 291
2024
Q2 		$86.5K Buy
1,931
+123
+7% +$5.58K 0.04% 299
2024
Q1 		$82.6K Buy
+1,808
New +$79.8K 0.04% 323

Other funds holding LCTD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return