United Capital Financial Advisors’s BlackRock World ex US Carbon Transition Readiness ETF LCTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
19,694
-862
| -4% | -$43.8K | 0.01% | 587 |
|
|
2025
Q1 | $949K | Sell |
20,556
-2,780
| -12% | -$128K | 0.01% | 570 |
|
|
2024
Q4 | $1.02M | Buy |
23,336
+1,302
| +6% | +$56.7K | 0.01% | 538 |
|
|
2024
Q3 | $1.07M | Sell |
22,034
-229
| -1% | -$11.1K | 0.01% | 525 |
|
|
2024
Q2 | $997K | Buy |
22,263
+2,665
| +14% | +$119K | 0.01% | 524 |
|
|
2024
Q1 | $895K | Sell |
19,598
-1,065
| -5% | -$48.6K | 0.01% | 576 |
|
|
2023
Q4 | $904K | Buy |
+20,663
| New | +$904K | 0.01% | 576 |
|