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

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return