Creative Financial Designs’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Creative Financial Designs’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	$3.06K	Buy	53 +1	+2%	+$58	﹤0.01%	1829
2026 Q1	$2.88K	Sell	52 -14	-21%	-$796	﹤0.01%	1716
2025 Q4	$3.61K	Sell	66 -141	-68%	-$7.63K	﹤0.01%	1588
2025 Q3	$11K	Sell	207 -937	-82%	-$48.5K	﹤0.01%	1340
2025 Q2	$58.2K	Sell	1,144 -93	-8%	-$4.5K	﹤0.01%	818
2025 Q1	$57.1K	Sell	1,237 -23	-2%	-$1.06K	﹤0.01%	785
2024 Q4	$54.8K	Buy	1,260 +66	+6%	+$3.03K	﹤0.01%	764
2024 Q3	$58.1K	Hold	1,194	–	–	﹤0.01%	739
2024 Q2	$53.5K	Sell	1,194 -10	-0.8%	-$454	﹤0.01%	735
2024 Q1	$55K	Buy	1,204 +1	+0.1%	+$44	0.01%	708
2023 Q4	$52.6K	Buy	1,203 +1,195	+14,938%	+$49.1K	0.01%	672
2023 Q3	$322	Buy	+8	New	+$335	﹤0.01%	1455

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

Creative Financial Designs's LCTD Position: Q2 2026 in Review

Creative Financial Designs increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 1.9% in Q2 2026, buying an estimated $58 and bringing the position to 53 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Creative Financial Designs first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $58.2K in Q2 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Creative Financial Designs held 53 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $3.06K as of Q2 2026.
Creative Financial Designs bought 1 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share in Q2 2026, an estimated $58.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1829 holding.
Creative Financial Designs first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
Creative Financial Designs's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $58.2K in Q2 2025.
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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.