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

Diversify Wealth Management’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 Q3	$226K	Buy	+3,882	New	+$229K	﹤0.01%	1186

Other funds holding LCTD

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Diversify Wealth Management's LCTD Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2026: 3,882 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings.

18 funds tracked by Wall St. Rank hold LCTD as of Q3 2026.

Diversify Wealth Management held 3,882 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $226K as of Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Diversify Wealth Management position in Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1186 holding.
18 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.