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

Merit Financial 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	$660K	Buy	11,448 +540	+5%	+$31.3K	﹤0.01%	1328
2026 Q1	$603K	Buy	10,908 +2,693	+33%	+$153K	﹤0.01%	1257
2025 Q4	$449K	Sell	8,215 -793	-9%	-$42.9K	﹤0.01%	1365
2025 Q3	$480K	Buy	9,008 +1,052	+13%	+$54.4K	﹤0.01%	1211
2025 Q2	$405K	Buy	7,956 +2,509	+46%	+$121K	﹤0.01%	1198
2025 Q1	$252K	Buy	+5,447	New	+$250K	﹤0.01%	1197

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

Merit Financial Group's LCTD Position: Q2 2026 in Review

Merit Financial Group increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 5% in Q2 2026, buying an estimated $31.3K and bringing the position to 11,448 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Merit Financial Group first reported a position in LCTD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Merit Financial Group held 11,448 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $660K as of Q2 2026.
Merit Financial Group bought 540 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $31.3K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1328 holding.
Merit Financial Group first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.