National Bank of Canada’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

National Bank of Canada’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	-121	Closed	-$5.89K	–	3083
2024 Q3	$5.89K	Hold	121	–	–	﹤0.01%	2175
2024 Q2	$5.39K	Hold	121	–	–	﹤0.01%	2244
2024 Q1	$5.58K	Sell	121 -4,074	-97%	-$180K	﹤0.01%	2291
2023 Q4	$181K	Sell	4,195 -1,336	-24%	-$54.9K	﹤0.01%	1458
2023 Q3	$216K	Sell	5,531 -319	-5%	-$13.4K	﹤0.01%	1473
2023 Q2	$248K	Hold	5,850	–	–	﹤0.01%	1417
2023 Q1	$244K	Sell	5,850 -41	-0.7%	-$1.68K	﹤0.01%	1360
2022 Q4	$227K	Sell	5,891 -4,114	-41%	-$154K	﹤0.01%	1440
2022 Q3	$336K	Hold	10,005	–	–	﹤0.01%	1242
2022 Q2	$379K	Buy	10,005 +223	+2%	+$9.21K	﹤0.01%	1267
2022 Q1	$437K	Buy	+9,782	New	+$443K	﹤0.01%	1316

Other funds holding LCTD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $377B AUM 19.32% 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 $36.1B AUM 19.68% 1-Year Est. Return

National Bank of Canada's LCTD Position: Q4 2024 in Review

National Bank of Canada sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2024, closing a stake of 121 shares — an estimated $5.89K sold.

National Bank of Canada first reported a position in LCTD in Q1 2022 and held it in 11 quarters. The position peaked at $437K in Q1 2022. 98 funds tracked by Wall St. Rank hold LCTD as of Q4 2024.

National Bank of Canada 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.
National Bank of Canada sold 121 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $5.89K.
National Bank of Canada first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2022 and held it in 11 quarters.
National Bank of Canada's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $437K in Q1 2022.
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 National Bank of Canada's 13F filing for Q4 2024, filed 12 Feb 2025.