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

Gen-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	$91.2K	Buy	1,582 +139	+10%	+$8.04K	0.03%	342
2026 Q1	$79.8K	Buy	1,443 +26	+2%	+$1.48K	0.03%	357
2025 Q4	$77.5K	Sell	1,417 -460	-25%	-$24.9K	0.02%	351
2025 Q3	$100K	Sell	1,877 -43	-2%	-$2.23K	0.03%	323
2025 Q2	$97.7K	Buy	1,920 +13	+0.7%	+$629	0.04%	286
2025 Q1	$88.1K	Buy	1,907 +32	+2%	+$1.47K	0.04%	289
2024 Q4	$81.6K	Sell	1,875 -187	-9%	-$8.58K	0.04%	310
2024 Q3	$95.3K	Buy	2,062 +131	+7%	+$6.06K	0.04%	291
2024 Q2	$86.5K	Buy	1,931 +123	+7%	+$5.58K	0.04%	299
2024 Q1	$82.6K	Buy	+1,808	New	+$79.8K	0.04%	323

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

Gen-Wealth Partners's LCTD Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 9.6% in Q2 2026, buying an estimated $8.04K and bringing the position to 1,582 shares worth $91.2K. The position accounts for 0.03% of the portfolio, ranked #342.

Gen-Wealth Partners first reported a position in LCTD in Q1 2024 and has held it in 10 quarters since. The position peaked at $100K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Gen-Wealth Partners held 1,582 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $91.2K as of Q2 2026.
Gen-Wealth Partners bought 139 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $8.04K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #342 holding.
Gen-Wealth Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $100K in Q3 2025.
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 Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.