Kestra Private Wealth Services’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Kestra Private Wealth Services’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	$232K	Buy	+4,029	New	+$233K	﹤0.01%	1609
2026 Q1	–	Sell	-4,807	Closed	-$263K	–	1826
2025 Q4	$263K	Buy	4,807 +408	+9%	+$22.1K	﹤0.01%	1483
2025 Q3	$234K	Buy	+4,399	New	+$228K	﹤0.01%	1485

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 22.9% 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 19.28% 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

Kestra Private Wealth Services's LCTD Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2026: 4,029 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in LCTD as recently as Q4 2025.

Kestra Private Wealth Services first reported a position in LCTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Kestra Private Wealth Services held 4,029 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $232K as of Q2 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Kestra Private Wealth Services position in Q2 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1609 holding.
Kestra Private Wealth Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and has held it in 3 quarters since.
Kestra Private Wealth Services's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $263K in Q4 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.