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

AssetMark Inc’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	$1.41M	Sell	24,517 -228	-0.9%	-$13.2K	﹤0.01%	1023
2026 Q1	$1.37M	Sell	24,745 -25	-0.1%	-$1.42K	﹤0.01%	970
2025 Q4	$1.35M	Sell	24,770 -7,357	-23%	-$398K	﹤0.01%	955
2025 Q3	$1.71M	Buy	32,127 +1,720	+6%	+$89K	﹤0.01%	857
2025 Q2	$1.55M	Buy	30,407 +1,899	+7%	+$91.9K	﹤0.01%	823
2025 Q1	$1.32M	Sell	28,508 -2,413	-8%	-$111K	﹤0.01%	811
2024 Q4	$1.35M	Buy	30,921 +6,877	+29%	+$316K	﹤0.01%	795
2024 Q3	$1.17M	Buy	24,044 +3,162	+15%	+$146K	﹤0.01%	762
2024 Q2	$935K	Buy	20,882 +1,054	+5%	+$47.9K	﹤0.01%	789
2024 Q1	$906K	Buy	19,828 +419	+2%	+$18.5K	﹤0.01%	740
2023 Q4	$849K	Buy	19,409 +4,271	+28%	+$175K	﹤0.01%	714
2023 Q3	$610K	Buy	+15,138	New	+$635K	﹤0.01%	719

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

AssetMark Inc's LCTD Position: Q2 2026 in Review

AssetMark Inc reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 0.92% in Q2 2026, selling an estimated $13.2K and leaving 24,517 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

AssetMark Inc first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

AssetMark Inc held 24,517 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $1.41M as of Q2 2026.
AssetMark Inc sold 228 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $13.2K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1023 holding.
AssetMark Inc 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.
AssetMark Inc's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.71M in Q3 2025.
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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.