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

Bestgate Wealth 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
Q3 		$266K Buy
+4,592
New +$271K 0.17% 59

Other funds holding LCTD

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bestgate Wealth Advisors's LCTD Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2026: 4,592 shares worth $266K. The stake represents 0.17% of the portfolio and ranks #59 among its holdings.

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

  • Bestgate Wealth Advisors held 4,592 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $266K as of Q3 2026.
  • iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Bestgate Wealth Advisors position in Q3 2026.
  • iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.17% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • 11 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.