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

Golden State 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	$5.71K	Hold	99	–	–	﹤0.01%	1230
2026 Q1	$5.47K	Hold	99	–	–	﹤0.01%	1200
2025 Q4	$5.41K	Hold	99	–	–	﹤0.01%	1230
2025 Q3	$5.28K	Hold	99	–	–	﹤0.01%	1245
2025 Q2	$5.04K	Hold	99	–	–	﹤0.01%	1225
2025 Q1	$4.57K	Buy	+99	New	+$4.55K	﹤0.01%	1184

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

Golden State Wealth Management's LCTD Position: Q2 2026 in Review

Golden State Wealth Management held its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) position steady in Q2 2026 at 99 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Golden State Wealth Management first reported a position in LCTD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Golden State Wealth Management held 99 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $5.71K as of Q2 2026.
Golden State Wealth Management left its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1230 holding.
Golden State Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.