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

Strategic Wealth 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 Q4	–	Sell	-15	Closed	-$799	–	1521
2025 Q3	$799	Buy	+15	New	+$776	﹤0.01%	1227

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategic Wealth Partners's LCTD Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2025, closing a stake of 15 shares — an estimated $799 sold.

Strategic Wealth Partners first reported a position in LCTD in Q3 2025 and held it in 1 quarter. The position peaked at $799 in Q3 2025. 100 funds tracked by Wall St. Rank hold LCTD as of Q4 2025.

Strategic Wealth Partners reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 15 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $799.
Strategic Wealth Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and held it in 1 quarter.
Strategic Wealth Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $799 in Q3 2025.
100 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.