Key Capital Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Key Capital Management’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	$638	Hold	11	–	–	﹤0.01%	728
2026 Q2	$634	Sell	11 -2	-15%	-$116	﹤0.01%	685
2026 Q1	$719	Sell	13 -1	-7%	-$57	﹤0.01%	633
2025 Q4	$765	Buy	+14	New	+$757	﹤0.01%	458

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Capital Management's LCTD Position: Q3 2026 in Review

Key Capital Management held its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) position steady in Q3 2026 at 11 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Key Capital Management first reported a position in LCTD in Q4 2025 and has held it in 4 quarters since. The position peaked at $765 in Q4 2025. 56 funds tracked by Wall St. Rank hold LCTD as of Q3 2026.

Key Capital Management held 11 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $638 as of Q3 2026.
Key Capital Management left its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #728 holding.
Key Capital Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $765 in Q4 2025.
56 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.