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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.1K Buy
488
+61
+14% +$3.53K ﹤0.01% 572
2026
Q1
$23.6K Buy
427
+353
+477% +$20.1K ﹤0.01% 578
2025
Q4
$4.04K Sell
74
-27
-27% -$1.46K ﹤0.01% 1044
2025
Q3
$5.38K Hold
101
﹤0.01% 904
2025
Q2
$5.14K Sell
101
-6
-6% -$291 ﹤0.01% 790
2025
Q1
$4.94K Sell
107
-3
-3% -$138 ﹤0.01% 735
2024
Q4
$4.79K Buy
+110
New +$5.05K ﹤0.01% 740

Other funds holding LCTD

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

Physician Wealth Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 14% in Q2 2026, buying an estimated $3.53K and bringing the position to 488 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Physician Wealth Advisors first reported a position in LCTD in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

  • Physician Wealth Advisors held 488 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $28.1K as of Q2 2026.
  • Physician Wealth Advisors bought 61 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $3.53K.
  • iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Physician Wealth Advisors 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.
  • 40 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.