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

WealthTrak Capital 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
2025 Q3	–	Sell	-214	Closed	-$10.9K	–	529
2025 Q2	$10.9K	Hold	214	–	–	0.01%	186
2025 Q1	$9.88K	Hold	214	–	–	0.01%	166
2024 Q4	$9.31K	Buy	+214	New	+$9.82K	0.01%	165

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthTrak Capital Management's LCTD Position: Q3 2025 in Review

WealthTrak Capital Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2025, closing a stake of 214 shares — an estimated $10.9K sold.

WealthTrak Capital Management first reported a position in LCTD in Q4 2024 and held it in 3 quarters. The position peaked at $10.9K in Q2 2025. 97 funds tracked by Wall St. Rank hold LCTD as of Q3 2025.

WealthTrak Capital Management reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 214 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $10.9K.
WealthTrak Capital Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $10.9K in Q2 2025.
97 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.