Orion Portfolio Solutions’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Orion Portfolio Solutions’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	$378K	Buy	8,178 +378	+5%	+$17.4K	﹤0.01%	1531
2024 Q4	$339K	Buy	7,800 +1,055	+16%	+$48.4K	﹤0.01%	1499
2024 Q3	$328K	Buy	6,745 +1,916	+40%	+$88.6K	﹤0.01%	1493
2024 Q2	$216K	Buy	4,829 +156	+3%	+$7.08K	﹤0.01%	1608
2024 Q1	$213K	Buy	+4,673	New	+$206K	﹤0.01%	1593

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

Orion Portfolio Solutions's LCTD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 4.8% in Q1 2025, buying an estimated $17.4K and bringing the position to 8,178 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Orion Portfolio Solutions first reported a position in LCTD in Q1 2024 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2025.

Orion Portfolio Solutions held 8,178 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $378K as of Q1 2025.
Orion Portfolio Solutions bought 378 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $17.4K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1531 holding.
Orion Portfolio Solutions first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 5 quarters since.
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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.