UCFA
LCTD icon

United Capital Financial Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$744K Sell
13,457
-388
-3% -$22.1K ﹤0.01% 887
2025
Q4 		$757K Sell
13,845
-3,338
-19% -$181K ﹤0.01% 825
2025
Q3 		$916K Sell
17,183
-2,511
-13% -$130K 0.01% 669
2025
Q2 		$1M Sell
19,694
-862
-4% -$41.7K 0.01% 594
2025
Q1 		$949K Sell
20,556
-2,780
-12% -$128K 0.01% 575
2024
Q4 		$1.02M Buy
23,336
+1,302
+6% +$59.7K 0.01% 543
2024
Q3 		$1.07M Sell
22,034
-229
-1% -$10.6K 0.01% 525
2024
Q2 		$997K Buy
22,263
+2,665
+14% +$121K 0.01% 529
2024
Q1 		$895K Sell
19,598
-1,065
-5% -$47K 0.01% 581
2023
Q4 		$904K Buy
+20,663
New +$849K 0.01% 577

Other funds holding LCTD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return