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

WealthSource 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
2023 Q4	$592K	Buy	13,544 +4,266	+46%	+$175K	0.04%	285
2023 Q3	$374K	Buy	+9,278	New	+$389K	0.03%	369

Other funds holding LCTD

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

WealthSource Partners's LCTD Position: Q4 2023 in Review

WealthSource Partners increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 46% in Q4 2023, buying an estimated $175K and bringing the position to 13,544 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #285.

WealthSource Partners first reported a position in LCTD in Q3 2023 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold LCTD as of Q4 2023.

WealthSource Partners held 13,544 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $592K as of Q4 2023.
WealthSource Partners bought 4,266 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2023, an estimated $175K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #285 holding.
WealthSource Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 2 quarters since.
81 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.