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

Horst & Graben 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	$723K	Sell	12,635 -1,073	-8%	-$62.1K	0.1%	113
2026 Q1	$792K	Sell	13,708 -153	-1%	-$8.7K	0.11%	97
2025 Q4	$758K	Sell	13,861 -5,438	-28%	-$294K	0.11%	93
2025 Q3	$1.03M	Sell	19,299 -458	-2%	-$23.7K	0.16%	75
2025 Q2	$1M	Buy	19,757 +656	+3%	+$31.8K	0.17%	74
2025 Q1	$882K	Sell	19,101 -2,268	-11%	-$104K	0.16%	71
2024 Q4	$930K	Buy	21,369 +1,127	+6%	+$51.7K	0.17%	63
2024 Q3	$985K	Buy	20,242 +319	+2%	+$14.7K	0.18%	61
2024 Q2	$892K	Buy	19,923 +363	+2%	+$16.5K	0.17%	63
2024 Q1	$893K	Buy	19,560 +783	+4%	+$34.6K	0.18%	61
2023 Q4	$821K	Buy	18,777 +7,281	+63%	+$299K	0.18%	59
2023 Q3	$463K	Buy	+11,496	New	+$482K	0.11%	78

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

Horst & Graben Wealth Management's LCTD Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 7.8% in Q2 2026, selling an estimated $62.1K and leaving 12,635 shares worth $723K. The position accounts for 0.1% of the portfolio, ranked #113.

Horst & Graben Wealth Management first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Horst & Graben Wealth Management held 12,635 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $723K as of Q2 2026.
Horst & Graben Wealth Management sold 1,073 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $62.1K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.1% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #113 holding.
Horst & Graben Wealth Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
Horst & Graben Wealth Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.03M in Q3 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 Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.