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

Birchwood Financial Partners’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	$17.1K	Buy	296 +5	+2%	+$289	0.01%	245
2026 Q1	$16.1K	Hold	291	–	–	0.02%	246
2025 Q4	$15.9K	Buy	+291	New	+$15.7K	0.02%	247

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

Birchwood Financial Partners's LCTD Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 1.7% in Q2 2026, buying an estimated $289 and bringing the position to 296 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #245.

Birchwood Financial Partners first reported a position in LCTD in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Birchwood Financial Partners held 296 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $17.1K as of Q2 2026.
Birchwood Financial Partners bought 5 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $289.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #245 holding.
Birchwood Financial Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 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 Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.