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

Sagespring Wealth Partners’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	$273K	Buy	4,741 +115	+2%	+$6.66K	﹤0.01%	726
2026 Q1	$256K	Buy	4,626 +19	+0.4%	+$1.08K	﹤0.01%	711
2025 Q4	$252K	Sell	4,607 -1,380	-23%	-$74.6K	﹤0.01%	685
2025 Q3	$319K	Buy	5,987 +611	+11%	+$31.6K	0.01%	593
2025 Q2	$273K	Buy	5,376 +123	+2%	+$5.96K	0.01%	607
2025 Q1	$243K	Sell	5,253 -384	-7%	-$17.7K	0.01%	581
2024 Q4	$245K	Buy	+5,637	New	+$259K	0.01%	533

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

Sagespring Wealth Partners's LCTD Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 2.5% in Q2 2026, buying an estimated $6.66K and bringing the position to 4,741 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Sagespring Wealth Partners first reported a position in LCTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Sagespring Wealth Partners held 4,741 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $273K as of Q2 2026.
Sagespring Wealth Partners bought 115 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $6.66K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #726 holding.
Sagespring Wealth Partners 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.
Sagespring Wealth Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $319K 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 Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.