Guardian Wealth Advisors (North Carolina)’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-205	Closed	-$11.3K	–	505
2026 Q1	$11.3K	Buy	+205	New	+$11.7K	﹤0.01%	534
2025 Q3	–	Sell	-289	Closed	-$14.7K	–	469
2025 Q2	$14.7K	Hold	289	–	–	﹤0.01%	463
2025 Q1	$13.3K	Hold	289	–	–	﹤0.01%	448
2024 Q4	$12.6K	Buy	+289	New	+$13.3K	﹤0.01%	431

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 22.9% 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 19.28% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina)'s LCTD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2026, closing a stake of 205 shares — an estimated $11.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LCTD in Q4 2024 and held it in 4 quarters. The position peaked at $14.7K in Q2 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) 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.
Guardian Wealth Advisors (North Carolina) sold 205 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $11.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $14.7K in Q2 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.