WIA
LCTD icon

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

World Investment 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 		$220K Sell
3,985
-10
-0.3% -$569 ﹤0.01% 1444
2025
Q4 		$218K Sell
3,995
-968
-20% -$52.3K ﹤0.01% 1350
2025
Q3 		$264K Sell
4,963
-60
-1% -$3.1K 0.01% 1053
2025
Q2 		$255K Sell
5,023
-219
-4% -$10.6K 0.01% 993
2025
Q1 		$242K Buy
5,242
+420
+9% +$19.3K 0.01% 947
2024
Q4 		$210K Buy
4,822
+155
+3% +$7.11K 0.01% 955
2024
Q3 		$227K Buy
4,667
+25
+0.5% +$1.16K 0.01% 827
2024
Q2 		$208K Sell
4,642
-75
-2% -$3.4K 0.01% 589
2024
Q1 		$215K Sell
4,717
-197
-4% -$8.69K 0.03% 368
2023
Q4 		$215K Buy
+4,914
New +$202K 0.03% 357

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