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

NewEdge 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	$563K	Buy	9,764 +2,316	+31%	+$134K	﹤0.01%	2064
2026 Q1	$412K	Sell	7,448 -60	-0.8%	-$3.41K	﹤0.01%	2136
2025 Q4	$410K	Buy	7,508 +257	+4%	+$13.9K	﹤0.01%	2109
2025 Q3	$386K	Sell	7,251 -400	-5%	-$20.7K	﹤0.01%	1999
2025 Q2	$389K	Sell	7,651 -1,192	-13%	-$57.7K	﹤0.01%	1847
2025 Q1	$408K	Sell	8,843 -33	-0.4%	-$1.52K	﹤0.01%	1702
2024 Q4	$386K	Buy	8,876 +8,840	+24,556%	+$406K	﹤0.01%	1720
2024 Q3	$1.75K	Buy	+36	New	+$1.66K	﹤0.01%	3410

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

NewEdge Advisors's LCTD Position: Q2 2026 in Review

NewEdge Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 31% in Q2 2026, buying an estimated $134K and bringing the position to 9,764 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

NewEdge Advisors first reported a position in LCTD in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

NewEdge Advisors held 9,764 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $563K as of Q2 2026.
NewEdge Advisors bought 2,316 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $134K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2064 holding.
NewEdge Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.