Allworth Financial’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Allworth Financial’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 Q1	–	Sell	-3	Closed	-$137	–	5270
2025 Q4	$137	Sell	3 -1	-25%	-$54	﹤0.01%	4746
2025 Q3	$238	Hold	4	–	–	﹤0.01%	4582
2025 Q2	$227	Hold	4	–	–	﹤0.01%	4297
2025 Q1	$208	Sell	4 -3	-43%	-$138	﹤0.01%	3865
2024 Q4	$333	Hold	7	–	–	﹤0.01%	3695
2024 Q3	$353	Hold	7	–	–	﹤0.01%	3502
2024 Q2	$330	Hold	7	–	–	﹤0.01%	3475
2024 Q1	$325	Hold	7	–	–	﹤0.01%	3378
2023 Q4	$311	Buy	7 +5	+250%	+$205	﹤0.01%	3232
2023 Q3	$81	Buy	+2	New	+$84	﹤0.01%	3355

Other funds holding LCTD

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

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

PAS

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Allworth Financial's LCTD Position: Q1 2026 in Review

Allworth Financial sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026, closing a stake of 3 shares — an estimated $137 sold.

Allworth Financial first reported a position in LCTD in Q3 2023 and held it in 10 quarters. The position peaked at $353 in Q3 2024. 97 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Allworth Financial reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 3 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $137.
Allworth Financial first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 10 quarters.
Allworth Financial's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $353 in Q3 2024.
97 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.