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

CoreCap 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	$150K	Buy	2,596 +4	+0.2%	+$231	﹤0.01%	965
2026 Q1	$145K	Sell	2,592 -12	-0.5%	-$682	﹤0.01%	901
2025 Q4	$142K	Buy	2,604 +271	+12%	+$14.7K	0.01%	908
2025 Q3	$124K	Hold	2,333	–	–	﹤0.01%	952
2025 Q2	$119K	Buy	2,333 +15	+0.6%	+$726	﹤0.01%	926
2025 Q1	$107K	Buy	2,318 +457	+25%	+$21K	﹤0.01%	880
2024 Q4	$81K	Buy	1,861 +398	+27%	+$18.3K	﹤0.01%	1000
2024 Q3	$71.2K	Buy	1,463 +344	+31%	+$15.9K	﹤0.01%	1049
2024 Q2	$50.1K	Buy	1,119 +109	+11%	+$4.95K	0.01%	661
2024 Q1	$46.1K	Buy	+1,010	New	+$44.6K	﹤0.01%	1151

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

CoreCap Advisors's LCTD Position: Q2 2026 in Review

CoreCap Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 0.15% in Q2 2026, buying an estimated $231 and bringing the position to 2,596 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

CoreCap Advisors first reported a position in LCTD in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

CoreCap Advisors held 2,596 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $150K as of Q2 2026.
CoreCap Advisors bought 4 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $231.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #965 holding.
CoreCap Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.