Rossby Financial’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Rossby Financial’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	$35.9K	Sell	623 -197	-24%	-$11.4K	0.01%	794
2026 Q1	$46.1K	Buy	820 +340	+71%	+$19.3K	0.01%	753
2025 Q4	$26.2K	Hold	480	–	–	0.01%	673
2025 Q3	$25.8K	Hold	480	–	–	0.01%	659
2025 Q2	$24.4K	Sell	480 -136	-22%	-$6.58K	0.01%	614
2025 Q1	$29.3K	Buy	+616	New	+$28.3K	0.01%	563

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

Rossby Financial's LCTD Position: Q2 2026 in Review

Rossby Financial reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 24% in Q2 2026, selling an estimated $11.4K and leaving 623 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #794.

Rossby Financial first reported a position in LCTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.1K in Q1 2026. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Rossby Financial held 623 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $35.9K as of Q2 2026.
Rossby Financial sold 197 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $11.4K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #794 holding.
Rossby Financial first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $46.1K in Q1 2026.
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 Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.