LPL Financial’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

LPL Financial’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	$14.1M	Buy	255,743 +15,503	+6%	+$882K	﹤0.01%	1724
2025 Q4	$13.1M	Sell	240,240 -64,118	-21%	-$3.47M	﹤0.01%	1707
2025 Q3	$16.2M	Buy	304,358 +7,698	+3%	+$398K	﹤0.01%	1498
2025 Q2	$15.1M	Buy	296,660 +42,187	+17%	+$2.04M	0.01%	1433
2025 Q1	$11.8M	Buy	254,473 +20,767	+9%	+$955K	﹤0.01%	1497
2024 Q4	$10.2M	Buy	233,706 +99,454	+74%	+$4.56M	﹤0.01%	1538
2024 Q3	$6.53M	Buy	134,252 +5,450	+4%	+$252K	﹤0.01%	1774
2024 Q2	$5.77M	Buy	128,802 +25,523	+25%	+$1.16M	﹤0.01%	1746
2024 Q1	$4.72M	Buy	103,279 +15,205	+17%	+$671K	﹤0.01%	1834
2023 Q4	$3.85M	Buy	88,074 +37,719	+75%	+$1.55M	﹤0.01%	1867
2023 Q3	$2.03M	Buy	50,355 +40,534	+413%	+$1.7M	﹤0.01%	2269
2023 Q2	$417K	Buy	+9,821	New	+$417K	﹤0.01%	3585

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial's LCTD Position: Q1 2026 in Review

LPL Financial increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 6.5% in Q1 2026, buying an estimated $882K and bringing the position to 255,743 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

LPL Financial first reported a position in LCTD in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.2M in Q3 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

LPL Financial held 255,743 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $14.1M as of Q1 2026.
LPL Financial bought 15,503 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $882K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1724 holding.
LPL Financial first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and has held it in 12 quarters since.
LPL Financial's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $16.2M in Q3 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.