OWA
One Wealth Advisors’s BlackRock World ex US Carbon Transition Readiness ETF LCTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
26,701
-905
| -3% | -$46K | 0.19% | 78 |
|
|
2025
Q1 | $1.28M | Sell |
27,606
-5,996
| -18% | -$277K | 0.19% | 81 |
|
|
2024
Q4 | $1.46M | Sell |
33,602
-246
| -0.7% | -$10.7K | 0.22% | 71 |
|
|
2024
Q3 | $1.65M | Buy |
33,848
+97
| +0.3% | +$4.72K | 0.25% | 59 |
|
|
2024
Q2 | $1.5M | Buy |
33,751
+1,189
| +4% | +$52.8K | 0.32% | 46 |
|
|
2024
Q1 | $1.49M | Sell |
32,562
-347
| -1% | -$15.8K | 0.26% | 60 |
|
|
2023
Q4 | $1.44M | Buy |
32,909
+17,234
| +110% | +$754K | 0.28% | 57 |
|
|
2023
Q3 | $631K | Buy |
+15,675
| New | +$631K | 0.14% | 83 |
|