Keystone Financial Services (Colorado)’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Keystone Financial Services (Colorado)’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 Q1	–	Sell	-3,725	Closed	-$204K	–	134
2025 Q4	$204K	Sell	3,725 -59	-2%	-$3.19K	0.06%	120
2025 Q3	$202K	Buy	+3,784	New	+$196K	0.06%	127

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Keystone Financial Services (Colorado)'s LCTD Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026, closing a stake of 3,725 shares — an estimated $204K sold.

Keystone Financial Services (Colorado) first reported a position in LCTD in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Keystone Financial Services (Colorado) reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 3,725 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $204K.
Keystone Financial Services (Colorado) first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and held it in 2 quarters.
Keystone Financial Services (Colorado)'s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $204K in Q4 2025.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.