Steward Partners Investment Advisory’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Steward Partners Investment Advisory’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	$704K	Buy	12,217 +465	+4%	+$26.9K	﹤0.01%	1508
2026 Q1	$650K	Buy	11,752 +73	+0.6%	+$4.15K	﹤0.01%	1381
2025 Q4	$638K	Sell	11,679 -1,439	-11%	-$77.8K	﹤0.01%	1283
2025 Q3	$699K	Sell	13,118 -150	-1%	-$7.76K	﹤0.01%	1216
2025 Q2	$675K	Sell	13,268 -807	-6%	-$39.1K	0.01%	1160
2025 Q1	$650K	Sell	14,075 -706	-5%	-$32.5K	0.01%	1106
2024 Q4	$643K	Buy	14,781 +1,500	+11%	+$68.8K	0.01%	1045
2024 Q3	$646K	Buy	13,281 +438	+3%	+$20.2K	0.01%	1011
2024 Q2	$575K	Buy	12,843 +459	+4%	+$20.8K	0.01%	1003
2024 Q1	$566K	Sell	12,384 -26	-0.2%	-$1.15K	0.01%	1007
2023 Q4	$543K	Buy	12,410 +2,619	+27%	+$108K	0.01%	960
2023 Q3	$394K	Buy	+9,791	New	+$411K	0.01%	1013

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

Steward Partners Investment Advisory's LCTD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 4% in Q2 2026, buying an estimated $26.9K and bringing the position to 12,217 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Steward Partners Investment Advisory first reported a position in LCTD in Q3 2023 and has held it in 12 quarters since. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

Steward Partners Investment Advisory held 12,217 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $704K as of Q2 2026.
Steward Partners Investment Advisory bought 465 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $26.9K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1508 holding.
Steward Partners Investment Advisory 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.
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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.