SHJ
LCTD icon

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

Envestnet Portfolio Solutions
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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 17 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.
  • 17 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.