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

Sugarloaf 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 Q4	$2.18K	Sell	50 -1,128	-96%	-$51.8K	﹤0.01%	625
2024 Q3	$57.3K	Buy	1,178 +33	+3%	+$1.53K	0.01%	291
2024 Q2	$51.3K	Hold	1,145	–	–	0.01%	293
2024 Q1	$52.3K	Buy	1,145 +59	+5%	+$2.6K	0.01%	288
2023 Q4	$47.5K	Hold	1,086	–	–	0.01%	293
2023 Q3	$43.7K	Buy	+1,086	New	+$45.5K	0.01%	303

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $12.8B AUM 19.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Sugarloaf Wealth Management's LCTD Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 96% in Q4 2024, selling an estimated $51.8K and leaving 50 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Sugarloaf Wealth Management first reported a position in LCTD in Q3 2023 and has held it in 6 quarters since. The position peaked at $57.3K in Q3 2024. 98 funds tracked by Wall St. Rank hold LCTD as of Q4 2024.

Sugarloaf Wealth Management held 50 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $2.18K as of Q4 2024.
Sugarloaf Wealth Management sold 1,128 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $51.8K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #625 holding.
Sugarloaf Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 6 quarters since.
Sugarloaf Wealth Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $57.3K 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 Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.