Aptus Capital Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Aptus Capital Advisors’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	$78.2K	Sell	1,356 -41	-3%	-$2.37K	﹤0.01%	1303
2026 Q1	$77.2K	Sell	1,397 -121	-8%	-$6.88K	﹤0.01%	1201
2025 Q4	$83K	Sell	1,518 -84	-5%	-$4.54K	﹤0.01%	1210
2025 Q3	$85.4K	Hold	1,602	–	–	﹤0.01%	1141
2025 Q2	$81.5K	Hold	1,602	–	–	﹤0.01%	1114
2025 Q1	$74K	Sell	1,602 -151	-9%	-$6.94K	﹤0.01%	1054
2024 Q4	$76.3K	Sell	1,753 -2,658	-60%	-$122K	﹤0.01%	1049
2024 Q3	$215K	Sell	4,411 -612	-12%	-$28.3K	﹤0.01%	744
2024 Q2	$225K	Buy	5,023 +4	+0.1%	+$182	﹤0.01%	710
2024 Q1	$229K	Sell	5,019 -4,547	-48%	-$201K	﹤0.01%	702
2023 Q4	$418K	Buy	9,566 +7,180	+301%	+$295K	0.01%	413
2023 Q3	$96.1K	Buy	+2,386	New	+$100K	﹤0.01%	625

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

Aptus Capital Advisors's LCTD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 2.9% in Q2 2026, selling an estimated $2.37K and leaving 1,356 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Aptus Capital Advisors first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $418K in Q4 2023. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Aptus Capital Advisors held 1,356 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $78.2K as of Q2 2026.
Aptus Capital Advisors sold 41 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.37K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1303 holding.
Aptus Capital Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $418K in Q4 2023.
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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.