LCTD - ETF AI Analysis

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BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)

Rating:66Neutral

Price Target:―

LCTD, the BlackRock World ex U.S. Carbon Transition Readiness ETF, has a solid overall rating driven mainly by high-quality global leaders like HSBC and AstraZeneca, which show strong financial performance, positive earnings outlooks, and supportive corporate or strategic developments. Industrial and technology names such as Hitachi and Siemens also add strength through revenue growth and profitability, though some holdings like Schneider Electric and Airbus face bearish technical trends and valuation concerns, which slightly weigh on the fund’s rating. A key risk factor is that several major holdings show signs of being expensive or under technical pressure at the same time, which could increase volatility if market conditions worsen.

Positive Factors

Broad International Diversification

The fund spreads its investments across many countries outside the U.S., which helps reduce the impact of problems in any single market.

Balanced Sector Mix

Holdings are spread across financials, industrials, technology, health care, and other sectors, limiting reliance on any one part of the economy.

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Negative Factors

Heavy Tilt to Financials

A large share of the portfolio is in financial companies, which can hurt returns if that sector runs into trouble.

Mixed Results Among Top Holdings

While some leading positions have performed strongly, others have been weak, which can create uneven performance for the fund.

Meaningful Single-Country Exposure

Significant weights in countries like Japan and the UK mean the fund can be sensitive to economic or political issues in those markets.

LCTD vs. SPDR S&P 500 ETF (SPY)

AUM238.20M

RegionDeveloped Markets

Expense Ratio0.22%

Beta0.71

IssueriShares

Inception DateApr 06, 2021

Dividend Yield3.41%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,300

30 Day Avg. Volume18,641

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

63.95

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering326

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LCTD Summary

LCTD is the BlackRock World ex U.S. Carbon Transition Readiness ETF, focused on companies outside the United States that are moving toward a lower‑carbon, more environmentally friendly future. It follows a low‑carbon, sustainability theme rather than a traditional stock index and spreads investments across many countries and sectors, including financials, industrials, and technology. Well-known holdings include ASML and HSBC. Someone might invest in LCTD to gain international diversification while supporting companies working on climate and energy transition. A key risk is that the fund’s value can go up or down with global stock markets and changing attitudes toward green investing.

How much will it cost me?The BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This cost is lower than average for actively managed funds, as it focuses on a specific theme—low-carbon transition—while still maintaining competitive fees.

What would affect this ETF?The ETF's focus on companies transitioning to a low-carbon economy could benefit from global policies promoting sustainability and increased demand for green technologies, especially in developed markets outside the U.S. However, it may face challenges from regulatory changes, economic slowdowns in key regions, or reduced investment in carbon transition initiatives. Sector exposure to financials and industrials adds potential for growth but also vulnerability to interest rate fluctuations and economic cycles.

LCTD Top 10 Holdings

LCTD leans heavily on non-U.S. financials and industrials, with ASML, HSBC, Hitachi, Siemens, and Airbus doing much of the heavy lifting. ASML has been a clear bright spot, rising steadily and giving the fund a tech-powered tailwind, while HSBC and Hitachi add to the momentum with solid, rising trends. On the flip side, Schneider Electric has been losing steam lately, and Allianz looks a bit sluggish, subtly weighing on returns. Overall, this is a developed-markets ex-U.S. play, with Europe and Japan at center stage in the low-carbon transition story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	2.10%	$4.97M	€456.24B	72.02%	76 Outperform
HSBA	HSBC Holdings	1.96%	$4.65M	£216.17B	51.15%	80 Outperform
AZN	AstraZeneca	1.61%	$3.80M	£209.44B	18.97%	80 Outperform
IBE	Iberdrola	1.35%	$3.20M	€124.00B	39.33%	67 Neutral
6501	Hitachi,Ltd.	1.34%	$3.18M	¥23.24T	47.92%	77 Outperform
CM	Canadian Bank of Commerce	1.30%	$3.07M	C$117.06B	49.04%	74 Outperform
SIE	Siemens	1.21%	$2.87M	€195.77B	25.87%	74 Outperform
ALV	Allianz	1.20%	$2.84M	€139.32B	17.67%	67 Neutral
SU	Schneider Electric	1.12%	$2.65M	€132.56B	0.10%	62 Neutral
SAP	SAP SE	1.08%	$2.55M	€223.32B	-38.35%	66 Neutral

LCTD Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

54.72

Positive

100DMA

53.71

Positive

200DMA

51.32

Positive

Market Momentum

MACD

0.76

Negative

RSI

59.10

Neutral

STOCH

77.14

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCTD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.47, equal to the 50-day MA of 54.72, and equal to the 200-day MA of 51.32, indicating a bullish trend. The MACD of 0.76 indicates Negative momentum. The RSI at 59.10 is Neutral, neither overbought nor oversold. The STOCH value of 77.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCTD.

LCTD Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LCTD	―	―	$238.20M	0.22%	―
FEPI	―	―	$633.84M	0.65%	―
BKGI	―	―	$534.83M	0.55%	―
AIPI	―	―	$429.64M	0.65%	―
SAMT	―	―	$428.39M	0.65%	―
IQSZ	―	―	$157.39M	0.19%	―

Performance Comparison

LCTD

BlackRock World ex U.S. Carbon Transition Readiness ETF

57.90

14.05

32.04%

FEPI

REX FANG & Innovation Equity Premium Income ETF

―

BKGI

BNY Mellon Global Infrastructure Income ETF

―

AIPI

REX AI Equity Premium Income ETF

―

SAMT

Strategas Macro Thematic Opportunities ETF

―

IQSZ

Invesco Global Equity Net Zero ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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