O'Shaughnessy Asset Management’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

O'Shaughnessy Asset Management’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	$68.7K	Hold	1,192	–	–	﹤0.01%	2221
2026 Q1	$65.9K	Hold	1,192	–	–	﹤0.01%	2198
2025 Q4	$65.2K	Hold	1,192	–	–	﹤0.01%	2200
2025 Q3	$63.5K	Hold	1,192	–	–	﹤0.01%	2158
2025 Q2	$60.6K	Hold	1,192	–	–	﹤0.01%	2014
2025 Q1	$55.1K	Hold	1,192	–	–	﹤0.01%	1973
2024 Q4	$51.9K	Buy	+1,192	New	+$54.7K	﹤0.01%	1932

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

O'Shaughnessy Asset Management's LCTD Position: Q2 2026 in Review

O'Shaughnessy Asset Management held its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) position steady in Q2 2026 at 1,192 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

O'Shaughnessy Asset Management first reported a position in LCTD in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

O'Shaughnessy Asset Management held 1,192 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $68.7K as of Q2 2026.
O'Shaughnessy Asset Management left its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2221 holding.
O'Shaughnessy Asset Management first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 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 O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.