One Wealth Capital Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

One Wealth Capital Management’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 Q4	–	Sell	-4,305	Closed	-$229K	–	140
2025 Q3	$229K	Sell	4,305 -181	-4%	-$9.37K	0.1%	110
2025 Q2	$228K	Sell	4,486 -182	-4%	-$8.81K	0.11%	100
2025 Q1	$216K	Sell	4,668 -216	-4%	-$9.93K	0.12%	100
2024 Q4	$213K	Buy	+4,884	New	+$224K	0.11%	105

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

One Wealth Capital Management's LCTD Position: Q4 2025 in Review

One Wealth Capital Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2025, closing a stake of 4,305 shares — an estimated $229K sold.

One Wealth Capital Management first reported a position in LCTD in Q4 2024 and held it in 4 quarters. The position peaked at $229K in Q3 2025. 100 funds tracked by Wall St. Rank hold LCTD as of Q4 2025.

One Wealth Capital Management reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
One Wealth Capital Management sold 4,305 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $229K.
One Wealth Capital Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 4 quarters.
One Wealth Capital Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $229K in Q3 2025.
100 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on One Wealth Capital Management's 13F filing for Q4 2025, filed 18 Feb 2026.