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

Capital Analysts LLC’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	$116K	Buy	2,012 +311	+18%	+$18K	﹤0.01%	797
2026 Q1	$94K	Buy	1,701 +1	+0.1%	+$57	﹤0.01%	811
2025 Q4	$93K	Sell	1,700 -609	-26%	-$32.9K	﹤0.01%	781
2025 Q3	$123K	Buy	2,309 +150	+7%	+$7.76K	﹤0.01%	685
2025 Q2	$110K	Buy	2,159 +97	+5%	+$4.7K	﹤0.01%	646
2025 Q1	$96K	Buy	2,062 +206	+11%	+$9.47K	﹤0.01%	654
2024 Q4	$81K	Buy	1,856 +351	+23%	+$16.1K	﹤0.01%	658
2024 Q3	$73K	Buy	1,505 +123	+9%	+$5.69K	﹤0.01%	650
2024 Q2	$62K	Buy	1,382 +90	+7%	+$4.09K	﹤0.01%	664
2024 Q1	$59K	Buy	1,292 +191	+17%	+$8.43K	﹤0.01%	635
2023 Q4	$48K	Buy	1,101 +193	+21%	+$7.93K	﹤0.01%	658
2023 Q3	$37K	Buy	+908	New	+$38.1K	﹤0.01%	674

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

Capital Analysts LLC's LCTD Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 18% in Q2 2026, buying an estimated $18K and bringing the position to 2,012 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Capital Analysts LLC first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $123K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Capital Analysts LLC held 2,012 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $116K as of Q2 2026.
Capital Analysts LLC bought 311 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $18K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #797 holding.
Capital Analysts LLC 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.
Capital Analysts LLC's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $123K 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.