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

Davis Wealth 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	$525K	Sell	9,110 -1,284	-12%	-$74.3K	0.41%	49
2026 Q1	$575K	Sell	10,394 -468	-4%	-$26.6K	0.48%	47
2025 Q4	$594K	Buy	+10,862	New	+$587K	0.49%	46

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

Davis Wealth Advisors's LCTD Position: Q2 2026 in Review

Davis Wealth Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 12% in Q2 2026, selling an estimated $74.3K and leaving 9,110 shares worth $525K. The position accounts for 0.41% of the portfolio, ranked #49.

Davis Wealth Advisors first reported a position in LCTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $594K in Q4 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Davis Wealth Advisors held 9,110 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $525K as of Q2 2026.
Davis Wealth Advisors sold 1,284 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $74.3K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.41% of Davis Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Davis Wealth 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.
Davis Wealth Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $594K in Q4 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 Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.