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

Morningstar Investment 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 Q4	–	Sell	-19,319	Closed	-$941K	–	281
2024 Q3	$941K	Buy	19,319 +3,690	+24%	+$171K	0.01%	217
2024 Q2	$701K	Buy	15,629 +5,075	+48%	+$230K	0.01%	217
2024 Q1	$483K	Sell	10,554 -5,794	-35%	-$256K	0.01%	237
2023 Q4	$716K	Buy	+16,348	New	+$671K	﹤0.01%	257

Other funds holding LCTD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morningstar Investment Services's LCTD Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2024, closing a stake of 19,319 shares — an estimated $941K sold.

Morningstar Investment Services first reported a position in LCTD in Q4 2023 and held it in 4 quarters. The position peaked at $941K in Q3 2024. 98 funds tracked by Wall St. Rank hold LCTD as of Q4 2024.

Morningstar Investment Services reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 19,319 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $941K.
Morningstar Investment Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 4 quarters.
Morningstar Investment Services's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $941K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.