MAI Capital Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

MAI 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	–	Sell	-64	Closed	-$3.54K	–	3532
2026 Q1	$3.54K	Hold	64	–	–	﹤0.01%	3684
2025 Q4	$3.5K	Hold	64	–	–	﹤0.01%	3250
2025 Q3	$3.41K	Hold	64	–	–	﹤0.01%	3155
2025 Q2	$3.26K	Hold	64	–	–	﹤0.01%	3247
2025 Q1	$2.96K	Hold	64	–	–	﹤0.01%	2875
2024 Q4	$2.79K	Buy	+64	New	+$2.94K	﹤0.01%	2951

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

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

MAI Capital Management sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q2 2026, closing a stake of 64 shares — an estimated $3.54K sold.

MAI Capital Management first reported a position in LCTD in Q4 2024 and held it in 6 quarters. The position peaked at $3.54K in Q1 2026. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

MAI Capital Management reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 64 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $3.54K.
MAI Capital Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3.54K 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.