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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.06M Buy
18,452
+2,330
+14% +$135K 0.03% 313
2026
Q1
$891K Buy
16,122
+2,115
+15% +$120K 0.03% 319
2025
Q4
$766K Sell
14,007
-1,497
-10% -$81K 0.03% 342
2025
Q3
$826K Buy
15,504
+1,178
+8% +$61K 0.03% 343
2025
Q2
$729K Buy
14,326
+4,400
+44% +$213K 0.03% 326
2025
Q1
$458K Buy
9,926
+4,437
+81% +$204K 0.02% 442
2024
Q4
$239K Buy
5,489
+5,247
+2,168% +$241K 0.01% 695
2024
Q3
$11.8K Buy
+242
New +$11.2K ﹤0.01% 1353

Other funds holding LCTD

GeoWealth Management's LCTD Position: Q2 2026 in Review

GeoWealth Management increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 14% in Q2 2026, buying an estimated $135K and bringing the position to 18,452 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #313.

GeoWealth Management first reported a position in LCTD in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

  • GeoWealth Management held 18,452 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $1.06M as of Q2 2026.
  • GeoWealth Management bought 2,330 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $135K.
  • iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #313 holding.
  • GeoWealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.