Concurrent Investment Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Concurrent Investment Advisors’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	$308K	Buy	5,337 +194	+4%	+$11.2K	﹤0.01%	1675
2026 Q1	$284K	Buy	5,143 +919	+22%	+$52.3K	﹤0.01%	1538
2025 Q4	$231K	Buy	+4,224	New	+$228K	﹤0.01%	1559

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

Concurrent Investment Advisors's LCTD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 3.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 5,337 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Concurrent Investment Advisors first reported a position in LCTD in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Concurrent Investment Advisors held 5,337 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $308K as of Q2 2026.
Concurrent Investment Advisors bought 194 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $11.2K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1675 holding.
Concurrent Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.