Kelly Financial Services’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-23	Closed	-$1.03K	–	469
2024 Q2	$1.03K	Buy	+23	New	+$1.04K	﹤0.01%	650
2023 Q4	–	Sell	-73	Closed	-$2.94K	–	797
2023 Q3	$2.94K	Buy	+73	New	+$3.06K	﹤0.01%	510

Other funds holding LCTD

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kelly Financial Services's LCTD Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2024, closing a stake of 23 shares — an estimated $1.03K sold.

Kelly Financial Services first reported a position in LCTD in Q3 2023 and held it in 2 quarters. The position peaked at $2.94K in Q3 2023. 91 funds tracked by Wall St. Rank hold LCTD as of Q3 2024.

Kelly Financial Services reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 23 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2024, an estimated $1.03K.
Kelly Financial Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 2 quarters.
Kelly Financial Services's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.94K in Q3 2023.
91 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.