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

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return