ORG Partners’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

ORG Partners’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 Q1	–	Sell	-289	Closed	-$12.6K	–	1514
2024 Q4	$12.6K	Hold	289	–	–	﹤0.01%	842
2024 Q3	$14.1K	Hold	289	–	–	﹤0.01%	732
2024 Q2	$13K	Buy	+289	New	+$13.1K	﹤0.01%	1184
2024 Q1	–	Sell	-339	Closed	-$14.8K	–	839
2023 Q4	$14.8K	Buy	339 +141	+71%	+$5.79K	﹤0.01%	705
2023 Q3	$7.97K	Buy	+198	New	+$8.3K	﹤0.01%	869

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ORG Partners's LCTD Position: Q1 2025 in Review

ORG Partners sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2025, closing a stake of 289 shares — an estimated $12.6K sold.

ORG Partners first reported a position in LCTD in Q3 2023 and held it in 5 quarters. The position peaked at $14.8K in Q4 2023. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2025.

ORG Partners reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 289 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $12.6K.
ORG Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 5 quarters.
ORG Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $14.8K in Q4 2023.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.