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

EverSource 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	$148K	Sell	2,573 -450	-15%	-$26K	0.01%	1178
2026 Q1	$167K	Sell	3,023 -37	-1%	-$2.1K	0.01%	1154
2025 Q4	$167K	Sell	3,060 -978	-24%	-$52.9K	0.01%	1035
2025 Q3	$215K	Sell	4,038 -94	-2%	-$4.86K	0.01%	870
2025 Q2	$210K	Sell	4,132 -105	-2%	-$5.08K	0.01%	832
2025 Q1	$196K	Sell	4,237 -734	-15%	-$33.8K	0.01%	669
2024 Q4	$216K	Buy	4,971 +343	+7%	+$15.7K	0.01%	627
2024 Q3	$225K	Buy	4,628 +98	+2%	+$4.53K	0.01%	523
2024 Q2	$208K	Buy	4,530 +4,016	+781%	+$182K	0.01%	544
2024 Q1	$22.9K	Sell	514 -30	-6%	-$1.32K	﹤0.01%	1301
2023 Q4	$23.8K	Buy	544 +13	+2%	+$534	﹤0.01%	1159
2023 Q3	$21.4K	Buy	+531	New	+$22.3K	﹤0.01%	1098

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

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

EverSource Wealth Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 15% in Q2 2026, selling an estimated $26K and leaving 2,573 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #1178.

EverSource Wealth Advisors first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $225K in Q3 2024. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

EverSource Wealth Advisors held 2,573 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $148K as of Q2 2026.
EverSource Wealth Advisors sold 450 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $26K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1178 holding.
EverSource Wealth Advisors 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.
EverSource Wealth Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $225K in Q3 2024.
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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.