Investor's Fiduciary Advisor Network’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Investor's Fiduciary Advisor Network’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	-6,093	Closed	-$336K	–	257
2026 Q1	$336K	Sell	6,093 -134	-2%	-$7.62K	0.1%	202
2025 Q4	$340K	Sell	6,227 -1,510	-20%	-$81.7K	0.07%	220
2025 Q3	$412K	Sell	7,737 -401	-5%	-$20.8K	0.14%	158
2025 Q2	$413K	Sell	8,138 -3,686	-31%	-$178K	0.15%	149
2025 Q1	$546K	Buy	11,824 +631	+6%	+$29K	0.26%	96
2024 Q4	$487K	Buy	+11,193	New	+$514K	0.19%	128

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

Investor's Fiduciary Advisor Network's LCTD Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2026, closing a stake of 6,093 shares — an estimated $336K sold.

Investor's Fiduciary Advisor Network first reported a position in LCTD in Q4 2024 and held it in 6 quarters. The position peaked at $546K in Q1 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Investor's Fiduciary Advisor Network 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.
Investor's Fiduciary Advisor Network sold 6,093 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $336K.
Investor's Fiduciary Advisor Network first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $546K 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 Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.