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

SoFi Wealth’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	$1.93M	Buy	33,437 +6,878	+26%	+$398K	0.08%	32
2026 Q1	$1.47M	Buy	26,559 +4,515	+20%	+$257K	0.07%	33
2025 Q4	$1.2M	Buy	22,044 +3,733	+20%	+$202K	0.06%	34
2025 Q3	$976K	Buy	18,311 +5,164	+39%	+$267K	0.05%	35
2025 Q2	$669K	Buy	13,147 +4,928	+60%	+$239K	0.04%	35
2025 Q1	$380K	Buy	8,219 +6,914	+530%	+$318K	0.03%	29
2024 Q4	$56.8K	Buy	+1,305	New	+$59.9K	﹤0.01%	37

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

SoFi Wealth's LCTD Position: Q2 2026 in Review

SoFi Wealth increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 26% in Q2 2026, buying an estimated $398K and bringing the position to 33,437 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #32.

SoFi Wealth first reported a position in LCTD in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

SoFi Wealth held 33,437 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $1.93M as of Q2 2026.
SoFi Wealth bought 6,878 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $398K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of SoFi Wealth's portfolio in Q2 2026, its #32 holding.
SoFi Wealth 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.
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 SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.