LC
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Lindbrook Capital’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Lindbrook Capital’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
Q2 		– Sell
-1,000
Closed -$45.7K – 2809
2024
Q1 		$45.7K Buy
1,000
+200
+25% +$8.83K ﹤0.01% 809
2023
Q4 		$35K Buy
+800
New +$32.9K ﹤0.01% 900

Other funds holding LCTD

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lindbrook Capital's LCTD Position: Q2 2024 in Review

Lindbrook Capital sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2024, closing a stake of 1,000 shares — an estimated $45.7K sold.

Lindbrook Capital first reported a position in LCTD in Q4 2023 and held it in 2 quarters. The position peaked at $45.7K in Q1 2024. 87 funds tracked by Wall St. Rank hold LCTD as of Q2 2024.

  • Lindbrook Capital reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 1,000 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2024, an estimated $45.7K.
  • Lindbrook Capital first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 2 quarters.
  • Lindbrook Capital's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $45.7K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.