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

Cerity 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	$2.02M	Buy	34,998 +4,453	+15%	+$258K	﹤0.01%	1591
2026 Q1	$1.69M	Buy	30,545 +2,201	+8%	+$125K	﹤0.01%	1576
2025 Q4	$1.55M	Sell	28,344 -5,100	-15%	-$276K	﹤0.01%	1487
2025 Q3	$1.78M	Buy	33,444 +2,129	+7%	+$110K	﹤0.01%	1346
2025 Q2	$1.59M	Buy	31,315 +259	+0.8%	+$12.5K	﹤0.01%	1321
2025 Q1	$1.43M	Sell	31,056 -625	-2%	-$28.7K	﹤0.01%	1269
2024 Q4	$1.38M	Sell	31,681 -3,413	-10%	-$157K	﹤0.01%	1271
2024 Q3	$1.71M	Hold	35,094	–	–	﹤0.01%	1162
2024 Q2	$1.57M	Buy	35,094 +85	+0.2%	+$3.86K	﹤0.01%	1024
2024 Q1	$1.6M	Buy	35,009 +272	+0.8%	+$12K	﹤0.01%	1071
2023 Q4	$1.52M	Buy	34,737 +28,107	+424%	+$1.15M	0.01%	854
2023 Q3	$267K	Sell	6,630 -31,232	-82%	-$1.31M	﹤0.01%	1189
2023 Q2	$1.61M	Sell	37,862 -1,576	-4%	-$66.9K	0.01%	777
2023 Q1	$1.65M	Buy	39,438 +6,118	+18%	+$251K	﹤0.01%	783
2022 Q4	$1.54M	Sell	33,320 -19,179	-37%	-$719K	0.01%	585
2022 Q3	$1.78M	Buy	52,499 +179	+0.3%	+$6.78K	0.02%	389
2022 Q2	$1.98M	Sell	52,320 -2,947	-5%	-$122K	0.02%	402
2022 Q1	$2.18M	Buy	55,267 +13,538	+32%	+$614K	0.03%	316
2021 Q4	$1.99M	Buy	41,729 +11,063	+36%	+$528K	0.03%	322
2021 Q3	$1.44M	Sell	30,666 -2,309	-7%	-$112K	0.03%	313
2021 Q2	$1.58M	Buy	+32,975	New	+$1.58M	0.03%	298

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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Cerity Partners's LCTD Position: Q2 2026 in Review

Cerity Partners increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 15% in Q2 2026, buying an estimated $258K and bringing the position to 34,998 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Cerity Partners first reported a position in LCTD in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.18M in Q1 2022. 103 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Cerity Partners held 34,998 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $2.02M as of Q2 2026.
Cerity Partners bought 4,453 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $258K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1591 holding.
Cerity Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 21 quarters since.
Cerity Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.18M in Q1 2022.
103 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.