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

Evolution 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 Q2	$30.7K	Buy	533 +154	+41%	+$8.91K	0.02%	388
2026 Q1	$21K	Hold	379	–	–	0.02%	413
2025 Q4	$20.7K	Buy	379 +149	+65%	+$8.06K	0.02%	352
2025 Q3	$12.3K	Buy	230 +1	+0.4%	+$52	0.01%	346
2025 Q2	$11.6K	Buy	+229	New	+$11.1K	0.01%	335

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

Evolution Wealth Management's LCTD Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 41% in Q2 2026, buying an estimated $8.91K and bringing the position to 533 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #388.

Evolution Wealth Management first reported a position in LCTD in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Evolution Wealth Management held 533 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $30.7K as of Q2 2026.
Evolution Wealth Management bought 154 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $8.91K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #388 holding.
Evolution Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and has held it in 5 quarters since.
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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.