AE Wealth Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

AE Wealth Management’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	$536K	Buy	9,288 +344	+4%	+$19.9K	﹤0.01%	1191
2026 Q1	$494K	Sell	8,944 -247	-3%	-$14K	﹤0.01%	1121
2025 Q4	$502K	Buy	9,191 +772	+9%	+$41.7K	﹤0.01%	1049
2025 Q3	$449K	Buy	8,419 +263	+3%	+$13.6K	﹤0.01%	1017
2025 Q2	$415K	Buy	8,156 +290	+4%	+$14K	﹤0.01%	989
2025 Q1	$363K	Sell	7,866 -393	-5%	-$18.1K	﹤0.01%	1014
2024 Q4	$359K	Sell	8,259 -215	-3%	-$9.86K	﹤0.01%	1025
2024 Q3	$412K	Buy	8,474 +26	+0.3%	+$1.2K	﹤0.01%	940
2024 Q2	$378K	Sell	8,448 -400	-5%	-$18.2K	﹤0.01%	962
2024 Q1	$404K	Sell	8,848 -3,380	-28%	-$149K	﹤0.01%	878
2023 Q4	$532K	Buy	+12,228	New	+$502K	﹤0.01%	1395

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

AE Wealth Management's LCTD Position: Q2 2026 in Review

AE Wealth Management increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 3.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 9,288 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

AE Wealth Management first reported a position in LCTD in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

AE Wealth Management held 9,288 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $536K as of Q2 2026.
AE Wealth Management bought 344 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $19.9K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1191 holding.
AE Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.