MYIA
LCTD icon

Mount Yale Investment Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-797
Closed -$40.5K – 1185
2025
Q2 		$40.5K Buy
+797
New +$38.6K ﹤0.01% 874
2024
Q2 		– Sell
-4,899
Closed -$224K – 562
2024
Q1 		$224K Buy
+4,899
New +$216K 0.02% 502

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 $377B AUM 19.32% 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 $1.56T AUM 27.86% 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 $94B AUM 20.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mount Yale Investment Advisors's LCTD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2025, closing a stake of 797 shares — an estimated $40.5K sold.

Mount Yale Investment Advisors first reported a position in LCTD in Q1 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2024. 97 funds tracked by Wall St. Rank hold LCTD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 797 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $40.5K.
  • Mount Yale Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $224K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.