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

Camelot Portfolios’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 Q1	–	Sell	-89	Closed	-$4.87K	–	377
2025 Q4	$4.87K	Buy	+89	New	+$4.81K	﹤0.01%	482

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Camelot Portfolios's LCTD Position: Q1 2026 in Review

Camelot Portfolios sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026, closing a stake of 89 shares — an estimated $4.87K sold.

Camelot Portfolios first reported a position in LCTD in Q4 2025 and held it in 1 quarter. The position peaked at $4.87K in Q4 2025. 97 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Camelot Portfolios reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 89 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $4.87K.
Camelot Portfolios first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and held it in 1 quarter.
Camelot Portfolios's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.87K in Q4 2025.
97 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.