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

Envestnet Portfolio Solutions’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	$9.01M	Sell	156,288 -13,433	-8%	-$777K	0.04%	230
2026 Q1	$9.38M	Sell	169,721 -3,392	-2%	-$193K	0.05%	197
2025 Q4	$9.46M	Sell	173,113 -69,140	-29%	-$3.74M	0.03%	249
2025 Q3	$12.9M	Sell	242,253 -17,245	-7%	-$892K	0.05%	196
2025 Q2	$13.2M	Sell	259,498 -33,014	-11%	-$1.6M	0.05%	189
2025 Q1	$13.5M	Sell	292,512 -92,538	-24%	-$4.26M	0.05%	178
2024 Q4	$16.8M	Buy	385,050 +9,687	+3%	+$444K	0.05%	160
2024 Q3	$18.3M	Buy	375,363 +3,419	+0.9%	+$158K	0.06%	156
2024 Q2	$16.7M	Sell	371,944 -10,566	-3%	-$480K	0.06%	168
2024 Q1	$17.5M	Sell	382,510 -27,373	-7%	-$1.21M	0.07%	152
2023 Q4	$17.9M	Buy	409,883 +98,126	+31%	+$4.03M	0.07%	129
2023 Q3	$12.6M	Buy	+311,757	New	+$13.1M	0.06%	157

Other funds holding LCTD

PAS

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

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Envestnet Portfolio Solutions's LCTD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 7.9% in Q2 2026, selling an estimated $777K and leaving 156,288 shares worth $9.01M. The position accounts for 0.04% of the portfolio, ranked #230.

Envestnet Portfolio Solutions first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.3M in Q3 2024. 17 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Envestnet Portfolio Solutions held 156,288 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $9.01M as of Q2 2026.
Envestnet Portfolio Solutions sold 13,433 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $777K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #230 holding.
Envestnet Portfolio Solutions 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 Portfolio Solutions's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $18.3M in Q3 2024.
17 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 Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.