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

Regal 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	$230K	Buy	+4,161	New	+$237K	0.01%	596
2025 Q4	–	Sell	-6,017	Closed	-$321K	–	598
2025 Q3	$321K	Buy	6,017 +142	+2%	+$7.35K	0.02%	456
2025 Q2	$299K	Sell	5,875 -393	-6%	-$19K	0.02%	424
2025 Q1	$290K	Buy	6,268 +121	+2%	+$5.57K	0.02%	408
2024 Q4	$268K	Buy	6,147 +662	+12%	+$30.4K	0.02%	429
2024 Q3	$267K	Buy	5,485 +436	+9%	+$20.2K	0.02%	471
2024 Q2	$226K	Sell	5,049 -9	-0.2%	-$409	0.01%	515
2024 Q1	$231K	Sell	5,058 -279	-5%	-$12.3K	0.02%	517
2023 Q4	$233K	Buy	5,337 +354	+7%	+$14.5K	0.02%	478
2023 Q3	$201K	Buy	+4,983	New	+$209K	0.02%	470

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

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

Regal Investment Advisors opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026: 4,161 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in LCTD as recently as Q3 2025.

Regal Investment Advisors first reported a position in LCTD in Q3 2023 and has held it in 10 quarters since. The position peaked at $321K in Q3 2025. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

Regal Investment Advisors held 4,161 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $230K as of Q1 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Regal Investment Advisors position in Q1 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #596 holding.
Regal Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 10 quarters since.
Regal Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $321K in Q3 2025.
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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.