Milestone Investment Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Milestone Investment Advisors’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	$16.2K	Buy	281 +5	+2%	+$289	﹤0.01%	124
2026 Q1	$15.3K	Sell	276 -25	-8%	-$1.42K	﹤0.01%	122
2025 Q4	$16.5K	Buy	301 +5	+2%	+$270	﹤0.01%	119
2025 Q3	$15.8K	Hold	296	–	–	﹤0.01%	112
2025 Q2	$15K	Buy	296 +6	+2%	+$291	﹤0.01%	113
2025 Q1	$13.4K	Hold	290	–	–	﹤0.01%	115
2024 Q4	$12.6K	Hold	290	–	–	﹤0.01%	117
2024 Q3	$14.1K	Hold	290	–	–	﹤0.01%	115
2024 Q2	$13K	Hold	290	–	–	﹤0.01%	114
2024 Q1	$13.2K	Hold	290	–	–	﹤0.01%	113
2023 Q4	$12.7K	Sell	290 -10	-3%	-$411	﹤0.01%	111
2023 Q3	$12.1K	Hold	300	–	–	﹤0.01%	287
2023 Q2	$12.7K	Hold	300	–	–	﹤0.01%	105
2023 Q1	$12.5K	Buy	+300	New	+$12.3K	﹤0.01%	288

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

Milestone Investment Advisors's LCTD Position: Q2 2026 in Review

Milestone Investment Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 1.8% in Q2 2026, buying an estimated $289 and bringing the position to 281 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Milestone Investment Advisors first reported a position in LCTD in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.5K in Q4 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Milestone Investment Advisors held 281 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $16.2K as of Q2 2026.
Milestone Investment Advisors bought 5 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $289.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #124 holding.
Milestone Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 quarters since.
Milestone Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $16.5K in Q4 2025.
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 Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.