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

Mather Group’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	$4.61K	Sell	80 -16	-17%	-$926	﹤0.01%	1634
2026 Q1	$5.31K	Buy	+96	New	+$5.46K	﹤0.01%	1568
2025 Q4	–	Sell	-99	Closed	-$5.28K	–	1206
2025 Q3	$5.28K	Buy	+99	New	+$5.12K	﹤0.01%	1384
2025 Q2	–	Sell	-91	Closed	-$4.2K	–	1233
2025 Q1	$4.2K	Buy	91 +42	+86%	+$1.93K	﹤0.01%	1439
2024 Q4	$2.13K	Buy	49 +12	+32%	+$551	﹤0.01%	1527
2024 Q3	$1.8K	Buy	37 +19	+106%	+$878	﹤0.01%	1498
2024 Q2	$822	Buy	18 +1	+6%	+$45	﹤0.01%	2012
2024 Q1	$743	Buy	+17	New	+$750	﹤0.01%	1655

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

Mather Group's LCTD Position: Q2 2026 in Review

Mather Group reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 17% in Q2 2026, selling an estimated $926 and leaving 80 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Mather Group first reported a position in LCTD in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.31K in Q1 2026. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Mather Group held 80 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $4.61K as of Q2 2026.
Mather Group sold 16 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $926.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1634 holding.
Mather Group first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.31K 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.