MOS
LCTD icon

MGO One Seven’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

MGO One Seven’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 		$370K Buy
6,688
+283
+4% +$16.1K 0.01% 1046
2025
Q4 		$350K Sell
6,405
-2,259
-26% -$122K 0.01% 1046
2025
Q3 		$462K Sell
8,664
-142
-2% -$7.35K 0.01% 842
2025
Q2 		$448K Buy
8,806
+296
+3% +$14.3K 0.01% 767
2025
Q1 		$393K Sell
8,510
-459
-5% -$21.1K 0.02% 708
2024
Q4 		$390K Sell
8,969
-196
-2% -$8.99K 0.02% 731
2024
Q3 		$446K Buy
9,165
+1,076
+13% +$49.7K 0.02% 621
2024
Q2 		$362K Sell
8,089
-940
-10% -$42.7K 0.02% 685
2024
Q1 		$412K Buy
9,029
+555
+7% +$24.5K 0.02% 599
2023
Q4 		$371K Buy
+8,474
New +$348K 0.02% 639

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