SPIA
LCTD icon

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

Steward Partners Investment Advisory’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
2026
Q1 		$650K Buy
11,752
+73
+0.6% +$4.15K ﹤0.01% 1381
2025
Q4 		$638K Sell
11,679
-1,439
-11% -$77.8K ﹤0.01% 1283
2025
Q3 		$699K Sell
13,118
-150
-1% -$7.76K ﹤0.01% 1216
2025
Q2 		$675K Sell
13,268
-807
-6% -$39.1K 0.01% 1160
2025
Q1 		$650K Sell
14,075
-706
-5% -$32.5K 0.01% 1106
2024
Q4 		$643K Buy
14,781
+1,500
+11% +$68.8K 0.01% 1045
2024
Q3 		$646K Buy
13,281
+438
+3% +$20.2K 0.01% 1011
2024
Q2 		$575K Buy
12,843
+459
+4% +$20.8K 0.01% 1003
2024
Q1 		$566K Sell
12,384
-26
-0.2% -$1.15K 0.01% 1007
2023
Q4 		$543K Buy
12,410
+2,619
+27% +$108K 0.01% 960
2023
Q3 		$394K Buy
+9,791
New +$411K 0.01% 1013

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return