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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management's LCTD Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 2.2% in Q1 2026, buying an estimated $1.06M and bringing the position to 881,693 shares worth $48.7M. The position accounts for 0.01% of the portfolio, ranked #819.

Envestnet Asset Management first reported a position in LCTD in Q3 2023 and has held it in 11 quarters since. The position peaked at $63.9M in Q3 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Envestnet Asset Management held 881,693 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $48.7M as of Q1 2026.
Envestnet Asset Management bought 18,693 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $1.06M.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #819 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 11 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.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.