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

Gateway Wealth Partners’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	–	Sell	-6,201	Closed	-$343K	–	870
2026 Q1	$343K	Buy	+6,201	New	+$353K	0.01%	708

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

Gateway Wealth Partners's LCTD Position: Q2 2026 in Review

Gateway Wealth Partners sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2026, closing a stake of 6,201 shares — an estimated $343K sold.

Gateway Wealth Partners first reported a position in LCTD in Q1 2026 and held it in 1 quarter. The position peaked at $343K in Q1 2026. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Gateway Wealth Partners reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 6,201 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $343K.
Gateway Wealth Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and held it in 1 quarter.
Gateway Wealth Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $343K in Q1 2026.
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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.