Integrated Wealth Concepts’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Integrated Wealth Concepts’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	$476K	Buy	8,250 +1,286	+18%	+$74.4K	﹤0.01%	1801
2026 Q1	$385K	Buy	6,964 +3,036	+77%	+$173K	﹤0.01%	1711
2025 Q4	$215K	Sell	3,928 -4,260	-52%	-$230K	﹤0.01%	1488
2025 Q3	$436K	Buy	8,188 +394	+5%	+$20.4K	﹤0.01%	1429
2025 Q2	$396K	Buy	7,794 +505	+7%	+$24.5K	﹤0.01%	1405
2025 Q1	$337K	Sell	7,289 -1,715	-19%	-$78.9K	﹤0.01%	1340
2024 Q4	$392K	Sell	9,004 -9,889	-52%	-$454K	﹤0.01%	1235
2024 Q3	$919K	Buy	18,893 +6,025	+47%	+$279K	0.01%	840
2024 Q2	$576K	Buy	12,868 +117	+0.9%	+$5.31K	0.01%	986
2024 Q1	$582K	Buy	12,751 +1,096	+9%	+$48.4K	0.01%	980
2023 Q4	$510K	Buy	11,655 +5,238	+82%	+$215K	0.01%	995
2023 Q3	$258K	Buy	+6,417	New	+$269K	﹤0.01%	1301

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

Integrated Wealth Concepts's LCTD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 18% in Q2 2026, buying an estimated $74.4K and bringing the position to 8,250 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Integrated Wealth Concepts first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $919K in Q3 2024. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Integrated Wealth Concepts held 8,250 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $476K as of Q2 2026.
Integrated Wealth Concepts bought 1,286 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $74.4K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1801 holding.
Integrated Wealth Concepts 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.
Integrated Wealth Concepts's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $919K in Q3 2024.
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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.