Superior Planning, LLC’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Superior Planning, LLC’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 Q3	$38.4K	Buy	+662	New	+$39.1K	0.02%	452

Other funds holding LCTD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Superior Planning, LLC's LCTD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2026: 662 shares worth $38.4K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

76 funds tracked by Wall St. Rank hold LCTD as of Q3 2026.

Superior Planning, LLC held 662 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $38.4K as of Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #452 holding.
76 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.