LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  11 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF (LCTD) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows LCTD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LCTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LCTD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held LCTD — position size vs. price
% of Fund (quarterly)    LCTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 52 -14 -21.2% 0.00% $3K 2026-04-13 $58.41
2025 Q4 REDUCED 66 -141 -68.1% 0.00% $4K 2026-02-06 $57.97
2025 Q3 REDUCED 207 -937 -81.9% 0.00% $11K 2025-11-14 (Est.) $53.29
2025 Q2 REDUCED 1,144 -93 -7.5% 0.00% $58K 2025-08-04 $49.42
2025 Q1 REDUCED 1,237 -23 -1.8% 0.00% $57K 2025-04-23 $45.13
2024 Q4 ADDED 1,260 +66 +5.5% 0.00% $55K 2025-02-10 $44.30
2024 Q3 UNCHANGED 1,194 0% 0.00% $58K 2024-10-28 $44.33
2024 Q2 REDUCED 1,194 -10 -0.8% 0.00% $53K 2024-08-06 $41.10
2024 Q1 ADDED 1,204 +1 +0.1% 0.01% $55K 2024-05-01 $41.24
2023 Q4 ADDED 1,203 +1,195 +14937.5% 0.01% $53K 2024-01-10 $40.30
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and LCTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning LCTD?

CREATIVE FINANCIAL DESIGNS INC /ADV reported LCTD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LCTD position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for LCTD was 0.01% in 2023 Q4.

What is the latest reported LCTD position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 52 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this LCTD ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly LCTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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