Janney Montgomery Scott
LCTD icon

Janney Montgomery Scott’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Janney Montgomery Scott’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 		$1.58M Sell
28,619
-560
-2% -$31.8K ﹤0.01% 1399
2025
Q4 		$1.59M Sell
29,179
-6,508
-18% -$352K ﹤0.01% 1458
2025
Q3 		$1.9M Buy
35,687
+8,651
+32% +$448K ﹤0.01% 1339
2025
Q2 		$1.38M Buy
27,036
+4,976
+23% +$241K ﹤0.01% 1398
2025
Q1 		$1.02M Buy
22,060
+390
+2% +$17.9K ﹤0.01% 1528
2024
Q4 		$943K Buy
21,670
+1,776
+9% +$81.5K ﹤0.01% 1568
2024
Q3 		$968K Buy
19,894
+411
+2% +$19K ﹤0.01% 1525
2024
Q2 		$873K Sell
19,483
-566
-3% -$25.7K ﹤0.01% 1517
2024
Q1 		$916K Buy
20,049
+3,761
+23% +$166K ﹤0.01% 1573
2023
Q4 		$712K Buy
16,288
+3,158
+24% +$130K ﹤0.01% 1660
2023
Q3 		$529K Buy
+13,130
New +$551K ﹤0.01% 1730

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