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LCTD icon

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

TCWP’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
Q3 		– Sell
-8,089
Closed -$362K – 33
2024
Q2 		$362K Sell
8,089
-940
-10% -$42.7K 0.89% 38
2024
Q1 		$412K Buy
9,029
+555
+7% +$24.5K 1.1% 32
2023
Q4 		$371K Buy
+8,474
New +$348K 1.05% 30

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCWP's LCTD Position: Q3 2024 in Review

TCWP sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2024, closing a stake of 8,089 shares — an estimated $362K sold.

TCWP first reported a position in LCTD in Q4 2023 and held it in 3 quarters. The position peaked at $412K in Q1 2024. 91 funds tracked by Wall St. Rank hold LCTD as of Q3 2024.

  • TCWP reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 8,089 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2024, an estimated $362K.
  • TCWP first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 3 quarters.
  • TCWP's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $412K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.