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 Q3	$36.5K	Sell	630 -27	-4%	-$1.6K	﹤0.01%	604
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JFS Wealth Advisors's LCTD Position: Q3 2026 in Review

JFS Wealth Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 4.1% in Q3 2026, selling an estimated $1.6K and leaving 630 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

JFS Wealth Advisors first reported a position in LCTD in Q4 2023 and has held it in 12 quarters since. The position peaked at $58.3K in Q3 2025. 66 funds tracked by Wall St. Rank hold LCTD as of Q3 2026.

JFS Wealth Advisors held 630 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $36.5K as of Q3 2026.
JFS Wealth Advisors sold 27 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $1.6K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #604 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 12 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.
66 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.