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Maia Wealth’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Maia Wealth’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
Q4 		– Sell
-4,272
Closed -$232K – 353
2025
Q3 		$232K Buy
4,272
+315
+8% +$16.3K 0.04% 317
2025
Q2 		$201K Buy
+3,957
New +$192K 0.04% 318

Other funds holding LCTD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Maia Wealth's LCTD Position: Q4 2025 in Review

Maia Wealth sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2025, closing a stake of 4,272 shares — an estimated $232K sold.

Maia Wealth first reported a position in LCTD in Q2 2025 and held it in 2 quarters. The position peaked at $232K in Q3 2025. 100 funds tracked by Wall St. Rank hold LCTD as of Q4 2025.

  • Maia Wealth reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
  • Maia Wealth sold 4,272 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $232K.
  • Maia Wealth first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and held it in 2 quarters.
  • Maia Wealth's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $232K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.