Carson Wealth (CWM LLC)’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Carson Wealth (CWM 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 Q1	$1.9M	Buy	34,409 +32,129	+1,409%	+$1.83M	0.01%	1224
2025 Q4	$125K	Sell	2,280 -16,801	-88%	-$909K	﹤0.01%	2898
2025 Q3	$1.02M	Sell	19,081 -49,992	-72%	-$2.59M	﹤0.01%	1397
2025 Q2	$3.51M	Buy	69,073 +37,832	+121%	+$1.83M	0.01%	710
2025 Q1	$1.44M	Sell	31,241 -42,498	-58%	-$1.95M	0.01%	961
2024 Q4	$3.21M	Sell	73,739 -18,828	-20%	-$864K	0.01%	596
2024 Q3	$4.5M	Buy	92,567 +32,213	+53%	+$1.49M	0.02%	465
2024 Q2	$2.7M	Sell	60,354 -11,154	-16%	-$506K	0.01%	564
2024 Q1	$3.27M	Buy	71,508 +36	+0.1%	+$1.59K	0.02%	512
2023 Q4	$3.13M	Sell	71,472 -126,818	-64%	-$5.21M	0.02%	493
2023 Q3	$7.99M	Buy	+198,290	New	+$8.32M	0.05%	276

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LCTD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 1,409% in Q1 2026, buying an estimated $1.83M and bringing the position to 34,409 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1224.

Carson Wealth (CWM LLC) first reported a position in LCTD in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.99M in Q3 2023. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Carson Wealth (CWM LLC) held 34,409 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $1.9M as of Q1 2026.
Carson Wealth (CWM LLC) bought 32,129 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $1.83M.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1224 holding.
Carson Wealth (CWM 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 11 quarters since.
Carson Wealth (CWM LLC)'s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $7.99M in Q3 2023.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.