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

Strategic Blueprint’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
Q4 		– Sell
-4,227
Closed -$206K – 685
2024
Q3 		$206K Buy
+4,227
New +$195K 0.01% 618
2024
Q2 		– Sell
-4,446
Closed -$203K – 638
2024
Q1 		$203K Buy
+4,446
New +$196K 0.01% 582

Other funds holding LCTD

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Strategic Blueprint's LCTD Position: Q4 2024 in Review

Strategic Blueprint sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2024, closing a stake of 4,227 shares — an estimated $206K sold.

Strategic Blueprint first reported a position in LCTD in Q1 2024 and held it in 2 quarters. The position peaked at $206K in Q3 2024. 98 funds tracked by Wall St. Rank hold LCTD as of Q4 2024.

  • Strategic Blueprint reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 4,227 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $206K.
  • Strategic Blueprint first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and held it in 2 quarters.
  • Strategic Blueprint's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $206K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.