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

Envestnet Asset 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 Q2	$47.5M	Sell	823,081 -58,612	-7%	-$3.39M	0.01%	894
2026 Q1	$48.7M	Buy	881,693 +18,693	+2%	+$1.06M	0.01%	819
2025 Q4	$47.2M	Sell	863,000 -336,779	-28%	-$18.2M	0.01%	777
2025 Q3	$63.9M	Sell	1,199,779 -25,115	-2%	-$1.3M	0.02%	670
2025 Q2	$62.3M	Sell	1,224,894 -31,698	-3%	-$1.53M	0.02%	676
2025 Q1	$58M	Sell	1,256,592 -16,663	-1%	-$766K	0.02%	656
2024 Q4	$55.4M	Buy	1,273,255 +49,213	+4%	+$2.26M	0.02%	663
2024 Q3	$59.6M	Buy	1,224,042 +10,054	+0.8%	+$465K	0.02%	640
2024 Q2	$54.4M	Sell	1,213,988 -21,638	-2%	-$982K	0.02%	642
2024 Q1	$56.4M	Sell	1,235,626 -19,261	-2%	-$850K	0.02%	617
2023 Q4	$54.9M	Buy	1,254,887 +257,524	+26%	+$10.6M	0.02%	581
2023 Q3	$40.2M	Buy	+997,363	New	+$41.8M	0.02%	648

Other funds holding LCTD

JP Morgan Chase New York $1.81T AUM 41.13% 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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management's LCTD Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 6.6% in Q2 2026, selling an estimated $3.39M and leaving 823,081 shares worth $47.5M. The position accounts for 0.01% of the portfolio, ranked #894.

Envestnet Asset Management first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $63.9M in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Envestnet Asset Management held 823,081 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $47.5M as of Q2 2026.
Envestnet Asset Management sold 58,612 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $3.39M.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #894 holding.
Envestnet Asset Management 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.
Envestnet Asset Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $63.9M in Q3 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.