Congress Holdings

Most held

LCTD

iShares World ex U.S. Carbon Transition Readiness Aware Active ETF

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Susie Lee NV-3 Member Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) EF $15,001 - $50,000 August 12, 2026
filing 10075708, p. 4
Susie Lee NV-3 Member Fidelity Investments IRA ⇒ iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) EF $1,001 - $15,000 August 12, 2026
filing 10075708, p. 3

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Jake Auchincloss.

How the count is made: see Most held.