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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AIM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AFC

Avise Financial Cooperative Los Angeles, California $141M AUM

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Key Capital Management's LCTD Position: Q2 2026 in Review

Key Capital Management reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 15% in Q2 2026, selling an estimated $116 and leaving 11 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Key Capital Management first reported a position in LCTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $765 in Q4 2025. 54 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Key Capital Management held 11 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $634 as of Q2 2026.
Key Capital Management sold 2 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $116.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #685 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 3 quarters since.
Key Capital Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $765 in Q4 2025.
54 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.