SAG
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SageView Advisory Group’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

SageView Advisory Group’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 		– Sell
-17
Closed -$930 – 1616
2025
Q4 		$930 Buy
+17
New +$919 ﹤0.01% 2371

Other funds holding LCTD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SageView Advisory Group's LCTD Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q1 2026, closing a stake of 17 shares — an estimated $930 sold.

SageView Advisory Group first reported a position in LCTD in Q4 2025 and held it in 1 quarter. The position peaked at $930 in Q4 2025. 97 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 17 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $930.
  • SageView Advisory Group first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $930 in Q4 2025.
  • 97 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.