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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LCTD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026: 205 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in LCTD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in LCTD in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.7K in Q2 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 205 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $11.3K as of Q1 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #534 holding.
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 has held it in 4 quarters since.
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.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.