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

Kestra 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
2025 Q1	–	Sell	-874	Closed	-$38.1K	–	1211
2024 Q4	$38.1K	Buy	+874	New	+$40.1K	﹤0.01%	595

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Investment Management's LCTD Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2025, closing a stake of 874 shares — an estimated $38.1K sold.

Kestra Investment Management first reported a position in LCTD in Q4 2024 and held it in 1 quarter. The position peaked at $38.1K in Q4 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2025.

Kestra Investment Management 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.
Kestra Investment Management sold 874 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $38.1K.
Kestra Investment Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $38.1K in Q4 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 Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.