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

Spire Wealth 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
2024 Q2	–	Sell	-1,248	Closed	-$57K	–	2314
2024 Q1	$57K	Sell	1,248 -67	-5%	-$2.96K	﹤0.01%	1174
2023 Q4	$56.3K	Buy	1,315 +903	+219%	+$37.1K	﹤0.01%	1166
2023 Q3	$16.6K	Buy	+412	New	+$17.3K	﹤0.01%	1572

Other funds holding LCTD

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Spire Wealth Management's LCTD Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2024, closing a stake of 1,248 shares — an estimated $57K sold.

Spire Wealth Management first reported a position in LCTD in Q3 2023 and held it in 3 quarters. The position peaked at $57K in Q1 2024. 87 funds tracked by Wall St. Rank hold LCTD as of Q2 2024.

Spire Wealth Management reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 1,248 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2024, an estimated $57K.
Spire Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 3 quarters.
Spire Wealth Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $57K in Q1 2024.
87 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.