IFP Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

IFP Advisors’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	$4.04K	Sell	70 -51	-42%	-$2.95K	﹤0.01%	3904
2026 Q1	$6.69K	Buy	121 +86	+246%	+$4.89K	﹤0.01%	3372
2025 Q4	$1.91K	Buy	35 +1	+3%	+$54	﹤0.01%	3861
2025 Q3	$1.81K	Hold	34	–	–	﹤0.01%	3741
2025 Q2	$1.75K	Sell	34 -447	-93%	-$21.6K	﹤0.01%	3956
2025 Q1	$22.2K	Buy	+481	New	+$22.1K	﹤0.01%	2250

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

IFP Advisors's LCTD Position: Q2 2026 in Review

IFP Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 42% in Q2 2026, selling an estimated $2.95K and leaving 70 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

IFP Advisors first reported a position in LCTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.2K in Q1 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

IFP Advisors held 70 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $4.04K as of Q2 2026.
IFP Advisors sold 51 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.95K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3904 holding.
IFP Advisors 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.
IFP Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $22.2K in Q1 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.