International Assets Investment Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

International Assets Investment Management’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
2024 Q4	–	Sell	-4,865	Closed	-$243K	–	1392
2024 Q3	$243K	Buy	+4,865	New	+$225K	0.02%	538

Other funds holding LCTD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

International Assets Investment Management's LCTD Position: Q4 2024 in Review

International Assets Investment Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2024, closing a stake of 4,865 shares — an estimated $243K sold.

International Assets Investment Management first reported a position in LCTD in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 99 funds tracked by Wall St. Rank hold LCTD as of Q4 2024.

International Assets Investment Management reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 4,865 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $243K.
International Assets Investment Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and held it in 1 quarter.
International Assets Investment Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $243K in Q3 2024.
99 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.