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

Osaic Holdings’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	$740K	Sell	12,828 -1,109	-8%	-$64.2K	﹤0.01%	3297
2026 Q1	$771K	Buy	13,937 +90	+0.6%	+$5.12K	﹤0.01%	2949
2025 Q4	$757K	Sell	13,847 -3,851	-22%	-$208K	﹤0.01%	2958
2025 Q3	$938K	Sell	17,698 -1,209	-6%	-$62.6K	﹤0.01%	2861
2025 Q2	$942K	Buy	18,907 +9,985	+112%	+$483K	﹤0.01%	2557
2025 Q1	$412K	Sell	8,922 -5,952	-40%	-$274K	﹤0.01%	3048
2024 Q4	$647K	Buy	14,874 +1,235	+9%	+$56.7K	﹤0.01%	2557
2024 Q3	$664K	Sell	13,639 -240	-2%	-$11.1K	﹤0.01%	2606
2024 Q2	$622K	Buy	13,879 +2,015	+17%	+$91.5K	﹤0.01%	2588
2024 Q1	$542K	Sell	11,864 -97,953	-89%	-$4.32M	﹤0.01%	2869
2023 Q4	$4.8M	Sell	109,817 -6,353	-5%	-$261K	0.01%	1223
2023 Q3	$4.68M	Buy	116,170 +116,118	+223,304%	+$4.87M	0.01%	1346
2023 Q2	$2.21K	Hold	52	–	–	﹤0.01%	6627
2023 Q1	$2.17K	Hold	52	–	–	﹤0.01%	6678
2022 Q4	$2K	Hold	52	–	–	﹤0.01%	6667
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	6785
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	6891
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	6888
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	7025
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	6865
2021 Q2	$2K	Buy	+52	New	+$2.5K	﹤0.01%	6719

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

Osaic Holdings's LCTD Position: Q2 2026 in Review

Osaic Holdings reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 8% in Q2 2026, selling an estimated $64.2K and leaving 12,828 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

Osaic Holdings first reported a position in LCTD in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.8M in Q4 2023. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Osaic Holdings held 12,828 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $740K as of Q2 2026.
Osaic Holdings sold 1,109 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $64.2K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3297 holding.
Osaic Holdings first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 21 quarters since.
Osaic Holdings's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.8M in Q4 2023.
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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.