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

Brinker Capital Investments’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	$571K	Buy	9,902 +590	+6%	+$34.1K	﹤0.01%	1413
2026 Q1	$515K	Sell	9,312 -121	-1%	-$6.88K	﹤0.01%	1439
2025 Q4	$516K	Sell	9,433 -2,867	-23%	-$155K	﹤0.01%	1586
2025 Q3	$656K	Buy	12,300 +2,470	+25%	+$128K	0.01%	1429
2025 Q2	$500K	Buy	9,830 +1,652	+20%	+$80K	﹤0.01%	1509
2025 Q1	$378K	Buy	8,178 +378	+5%	+$17.4K	﹤0.01%	1531
2024 Q4	$339K	Buy	7,800 +1,055	+16%	+$48.4K	﹤0.01%	1499
2024 Q3	$328K	Buy	6,745 +1,916	+40%	+$88.6K	﹤0.01%	1493
2024 Q2	$216K	Buy	4,829 +156	+3%	+$7.08K	﹤0.01%	1608
2024 Q1	$213K	Buy	+4,673	New	+$206K	﹤0.01%	1593

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

Brinker Capital Investments's LCTD Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 6.3% in Q2 2026, buying an estimated $34.1K and bringing the position to 9,902 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Brinker Capital Investments first reported a position in LCTD in Q1 2024 and has held it in 10 quarters since. The position peaked at $656K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Brinker Capital Investments held 9,902 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $571K as of Q2 2026.
Brinker Capital Investments bought 590 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $34.1K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1413 holding.
Brinker Capital Investments first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
Brinker Capital Investments's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $656K 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.