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

JFS Wealth 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	$37.9K	Sell	657 -104	-14%	-$6.02K	﹤0.01%	607
2026 Q1	$42.1K	Sell	761 -36	-5%	-$2.05K	﹤0.01%	558
2025 Q4	$43.6K	Sell	797 -297	-27%	-$16.1K	﹤0.01%	560
2025 Q3	$58.3K	Sell	1,094 -35	-3%	-$1.81K	﹤0.01%	485
2025 Q2	$57.4K	Sell	1,129 -76	-6%	-$3.68K	﹤0.01%	453
2025 Q1	$55.7K	Sell	1,205 -26	-2%	-$1.2K	﹤0.01%	450
2024 Q4	$53.6K	Buy	1,231 +131	+12%	+$6.01K	﹤0.01%	450
2024 Q3	$53.5K	Buy	1,100 +2	+0.2%	+$92	﹤0.01%	458
2024 Q2	$49.2K	Buy	1,098 +57	+5%	+$2.59K	﹤0.01%	416
2024 Q1	$47.5K	Hold	1,041	–	–	﹤0.01%	432
2023 Q4	$45.5K	Buy	+1,041	New	+$42.8K	﹤0.01%	418

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

JFS Wealth Advisors's LCTD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 14% in Q2 2026, selling an estimated $6.02K and leaving 657 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

JFS Wealth Advisors first reported a position in LCTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $58.3K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

JFS Wealth Advisors held 657 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $37.9K as of Q2 2026.
JFS Wealth Advisors sold 104 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $6.02K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #607 holding.
JFS Wealth Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $58.3K 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 JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.