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 Q2	$251K	Buy	4,350 +189	+5%	+$10.9K	0.01%	613
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

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

Regal Investment Advisors's LCTD Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 4.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,350 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #613.

Regal Investment Advisors first reported a position in LCTD in Q3 2023 and has held it in 11 quarters since. The position peaked at $321K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Regal Investment Advisors held 4,350 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $251K as of Q2 2026.
Regal Investment Advisors bought 189 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $10.9K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #613 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 11 quarters since.
Regal Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $321K in Q3 2025.
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 Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.