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LifePlan Investment Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

LifePlan Investment 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
Q1 		– Sell
-4,140
Closed -$226K – 126
2025
Q4 		$226K Buy
4,140
+269
+7% +$14.5K 0.09% 111
2025
Q3 		$206K Sell
3,871
-292
-7% -$15.1K 0.09% 111
2025
Q2 		$212K Buy
+4,163
New +$202K 0.11% 105

Other funds holding LCTD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LifePlan Investment Advisors's LCTD Position: Q1 2026 in Review

LifePlan Investment Advisors sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026, closing a stake of 4,140 shares — an estimated $226K sold.

LifePlan Investment Advisors first reported a position in LCTD in Q2 2025 and held it in 3 quarters. The position peaked at $226K in Q4 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

  • LifePlan Investment Advisors 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.
  • LifePlan Investment Advisors sold 4,140 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $226K.
  • LifePlan Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and held it in 3 quarters.
  • LifePlan Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $226K 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 LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.