Sharkey, Howes & Javer’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Sharkey, Howes & Javer’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	$617K	Sell	10,709 -1,081	-9%	-$62.6K	0.07%	104
2026 Q1	$652K	Sell	11,790 -265	-2%	-$15.1K	0.09%	101
2025 Q4	$659K	Sell	12,055 -4,087	-25%	-$221K	0.08%	105
2025 Q3	$860K	Sell	16,142 -198	-1%	-$10.2K	0.11%	89
2025 Q2	$831K	Buy	16,340 +8	+0%	+$387	0.11%	97
2025 Q1	$754K	Sell	16,332 -847	-5%	-$39K	0.11%	92
2024 Q4	$748K	Buy	17,179 +1,106	+7%	+$50.7K	0.11%	94
2024 Q3	$782K	Buy	16,073 +29	+0.2%	+$1.34K	0.11%	87
2024 Q2	$718K	Sell	16,044 -1,336	-8%	-$60.7K	0.12%	75
2024 Q1	$794K	Buy	17,380 +1,188	+7%	+$52.4K	0.13%	74
2023 Q4	$708K	Buy	16,192 +3,596	+29%	+$148K	0.12%	72
2023 Q3	$507K	Buy	+12,596	New	+$528K	0.1%	78

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 22.9% 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 19.28% 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

Sharkey, Howes & Javer's LCTD Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 9.2% in Q2 2026, selling an estimated $62.6K and leaving 10,709 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #104.

Sharkey, Howes & Javer first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $860K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Sharkey, Howes & Javer held 10,709 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $617K as of Q2 2026.
Sharkey, Howes & Javer sold 1,081 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $62.6K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.07% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #104 holding.
Sharkey, Howes & Javer first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
Sharkey, Howes & Javer's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $860K 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 Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.