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

NBT Bank’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	$6.17K	Sell	107 -43	-29%	-$2.49K	﹤0.01%	758
2026 Q1	$8.29K	Buy	150 +95	+173%	+$5.4K	﹤0.01%	685
2025 Q4	$8.2K	Buy	55 +2	+4%	+$108	﹤0.01%	677
2025 Q3	$7.99K	Sell	53 -97	-65%	-$5.02K	﹤0.01%	694
2025 Q2	$7.63K	Hold	150	–	–	﹤0.01%	673
2025 Q1	$6.93K	Buy	+150	New	+$6.9K	﹤0.01%	684
2024 Q4	–	Sell	-150	Closed	-$7.3K	–	830
2024 Q3	$7.3K	Buy	150 +46	+44%	+$2.13K	﹤0.01%	713
2024 Q2	$4.66K	Hold	104	–	–	﹤0.01%	510
2024 Q1	$4.75K	Hold	104	–	–	﹤0.01%	509
2023 Q4	$4.55K	Buy	+104	New	+$4.27K	﹤0.01%	504

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

NBT Bank's LCTD Position: Q2 2026 in Review

NBT Bank reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 29% in Q2 2026, selling an estimated $2.49K and leaving 107 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

NBT Bank first reported a position in LCTD in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.29K in Q1 2026. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

NBT Bank held 107 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $6.17K as of Q2 2026.
NBT Bank sold 43 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.49K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #758 holding.
NBT Bank first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $8.29K 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 NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.