Godfrey Financial Associates’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Godfrey Financial Associates’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	$98.5K	Buy	1,709 +1	+0.1%	+$58	0.08%	165
2026 Q1	$94.4K	Buy	1,708 +92	+6%	+$5.23K	0.08%	150
2025 Q4	$88.3K	Buy	+1,616	New	+$87.4K	0.08%	151

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

Godfrey Financial Associates's LCTD Position: Q2 2026 in Review

Godfrey Financial Associates increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 0.06% in Q2 2026, buying an estimated $58 and bringing the position to 1,709 shares worth $98.5K. The position accounts for 0.08% of the portfolio, ranked #165.

Godfrey Financial Associates first reported a position in LCTD in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Godfrey Financial Associates held 1,709 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $98.5K as of Q2 2026.
Godfrey Financial Associates bought 1 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share in Q2 2026, an estimated $58.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of Godfrey Financial Associates's portfolio in Q2 2026, its #165 holding.
Godfrey Financial Associates first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.