MA Private Wealth’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

MA Private Wealth’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	$328K	Sell	5,694 -687	-11%	-$39.8K	0.05%	77
2026 Q1	$353K	Hold	6,381	–	–	0.06%	75
2025 Q4	$349K	Sell	6,381 -22	-0.3%	-$1.19K	0.06%	72
2025 Q3	$341K	Buy	6,403 +383	+6%	+$19.8K	0.06%	70
2025 Q2	$306K	Hold	6,020	–	–	0.05%	73
2025 Q1	$278K	Hold	6,020	–	–	0.05%	65
2024 Q4	$262K	Buy	6,020 +57	+1%	+$2.62K	0.05%	64
2024 Q3	$290K	Sell	5,963 -490	-8%	-$22.7K	0.05%	62
2024 Q2	$289K	Hold	6,453	–	–	0.06%	66
2024 Q1	$295K	Hold	6,453	–	–	0.06%	61
2023 Q4	$282K	Buy	+6,453	New	+$265K	0.06%	64

Other funds holding LCTD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MA Private Wealth's LCTD Position: Q2 2026 in Review

MA Private Wealth reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 11% in Q2 2026, selling an estimated $39.8K and leaving 5,694 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #77.

MA Private Wealth first reported a position in LCTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q1 2026. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

MA Private Wealth held 5,694 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $328K as of Q2 2026.
MA Private Wealth sold 687 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $39.8K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of MA Private Wealth's portfolio in Q2 2026, its #77 holding.
MA Private Wealth first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
MA Private Wealth's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $353K in Q1 2026.
107 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.