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

One Wealth 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	$1.02M	Sell	17,771 -1,261	-7%	-$73K	0.11%	100
2026 Q1	$1.05M	Sell	19,032 -370	-2%	-$21K	0.13%	91
2025 Q4	$1.06M	Sell	19,402 -5,794	-23%	-$313K	0.13%	91
2025 Q3	$1.34M	Sell	25,196 -1,505	-6%	-$77.9K	0.17%	82
2025 Q2	$1.36M	Sell	26,701 -905	-3%	-$43.8K	0.19%	78
2025 Q1	$1.28M	Sell	27,606 -5,996	-18%	-$276K	0.19%	81
2024 Q4	$1.46M	Sell	33,602 -246	-0.7%	-$11.3K	0.22%	71
2024 Q3	$1.65M	Buy	33,848 +97	+0.3%	+$4.48K	0.25%	59
2024 Q2	$1.5M	Buy	33,751 +1,189	+4%	+$54K	0.32%	46
2024 Q1	$1.49M	Sell	32,562 -347	-1%	-$15.3K	0.26%	60
2023 Q4	$1.44M	Buy	32,909 +17,234	+110%	+$708K	0.28%	57
2023 Q3	$631K	Buy	+15,675	New	+$657K	0.14%	83

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

One Wealth Advisors's LCTD Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 6.6% in Q2 2026, selling an estimated $73K and leaving 17,771 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #100.

One Wealth Advisors first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q3 2024. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

One Wealth Advisors held 17,771 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $1.02M as of Q2 2026.
One Wealth Advisors sold 1,261 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $73K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.11% of One Wealth Advisors's portfolio in Q2 2026, its #100 holding.
One Wealth Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
One Wealth Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.65M in Q3 2024.
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 One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.