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

OneDigital 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 Q1	$759K	Buy	13,734 +117	+0.9%	+$6.65K	0.01%	777
2025 Q4	$744K	Sell	13,617 -250	-2%	-$13.5K	0.01%	781
2025 Q3	$739K	Sell	13,867 -1,252	-8%	-$64.8K	0.01%	767
2025 Q2	$769K	Sell	15,119 -1,334	-8%	-$64.6K	0.01%	731
2025 Q1	$760K	Sell	16,453 -315	-2%	-$14.5K	0.01%	703
2024 Q4	$730K	Buy	16,768 +42	+0.3%	+$1.93K	0.01%	740
2024 Q3	$814K	Sell	16,726 -1,164	-7%	-$53.8K	0.01%	737
2024 Q2	$801K	Buy	17,890 +11,755	+192%	+$534K	0.01%	698
2024 Q1	$280K	Buy	+6,135	New	+$271K	﹤0.01%	933

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OneDigital Investment Advisors's LCTD Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 0.86% in Q1 2026, buying an estimated $6.65K and bringing the position to 13,734 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #777.

OneDigital Investment Advisors first reported a position in LCTD in Q1 2024 and has held it in 9 quarters since. The position peaked at $814K in Q3 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

OneDigital Investment Advisors held 13,734 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $759K as of Q1 2026.
OneDigital Investment Advisors bought 117 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $6.65K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #777 holding.
OneDigital Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $814K in Q3 2024.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.