1 North Wealth Services’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

1 North Wealth Services’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 Q2	$7.5K	Hold	130	–	–	﹤0.01%	204
2026 Q1	$7.19K	Hold	130	–	–	﹤0.01%	173
2025 Q4	$7.11K	Hold	130	–	–	﹤0.01%	179
2025 Q3	$6.93K	Hold	130	–	–	﹤0.01%	168
2025 Q2	$6.61K	Hold	130	–	–	﹤0.01%	175
2025 Q1	$6K	Buy	+130	New	+$5.98K	﹤0.01%	179

Other funds holding LCTD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

1 North Wealth Services's LCTD Position: Q2 2026 in Review

1 North Wealth Services held its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) position steady in Q2 2026 at 130 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

1 North Wealth Services first reported a position in LCTD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

1 North Wealth Services held 130 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $7.5K as of Q2 2026.
1 North Wealth Services left its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #204 holding.
1 North Wealth Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.