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

Perigon Wealth 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	$665K	Buy	11,527 +372	+3%	+$21.5K	0.01%	751
2026 Q1	$617K	Buy	11,155 +138	+1%	+$7.85K	0.01%	700
2025 Q4	$602K	Buy	11,017 +524	+5%	+$28.3K	0.01%	706
2025 Q3	$559K	Buy	10,493 +892	+9%	+$46.2K	0.01%	696
2025 Q2	$488K	Sell	9,601 -2,279	-19%	-$110K	0.01%	677
2025 Q1	$549K	Buy	11,880 +3,090	+35%	+$142K	0.01%	615
2024 Q4	$388K	Buy	8,790 +3,840	+78%	+$176K	0.01%	725
2024 Q3	$241K	Buy	+4,950	New	+$229K	0.01%	863

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

Perigon Wealth Management's LCTD Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 3.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 11,527 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #751.

Perigon Wealth Management 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.

Perigon Wealth Management held 11,527 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $665K as of Q2 2026.
Perigon Wealth Management bought 372 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $21.5K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #751 holding.
Perigon Wealth Management 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.