Oliver Lagore Vanvalin Investment Group’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$19.3K	Buy	+417	New	+$20.2K	0.01%	346
2024 Q4	$18.7K	Sell	429 -31	-7%	-$1.42K	﹤0.01%	374
2024 Q3	$22.4K	Hold	460	–	–	0.01%	336
2024 Q2	$20.6K	Sell	460 -39	-8%	-$1.77K	0.01%	332
2024 Q1	$22.8K	Sell	499 -12	-2%	-$530	0.01%	329
2023 Q4	$22.4K	Buy	511 +128	+33%	+$5.26K	0.01%	302
2023 Q3	$15.4K	Buy	+383	New	+$16.1K	0.01%	375

Other funds holding LCTD

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LCTD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2025: 417 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LCTD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LCTD in Q3 2023 and has held it in 7 quarters since. The position peaked at $22.8K in Q1 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 417 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $19.3K as of Q2 2025.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #346 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $22.8K in Q1 2024.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.