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

UBS AM’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	$346	Hold	6	–	–	﹤0.01%	3678
2026 Q1	$332	Buy	+6	New	+$341	﹤0.01%	3746
2025 Q3	–	Sell	-1,480,000	Closed	-$75.3M	–	2454
2025 Q2	$75.3M	Hold	1,480,000	–	–	0.02%	597
2025 Q1	$68.4M	Hold	1,480,000	–	–	0.02%	623
2024 Q4	$64.4M	Hold	1,480,000	–	–	0.02%	613
2024 Q3	$72M	Hold	1,480,000	–	–	0.02%	596
2024 Q2	$66.3M	Buy	+1,480,000	New	+$67.2M	0.02%	548

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

UBS AM's LCTD Position: Q2 2026 in Review

UBS AM held its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) position steady in Q2 2026 at 6 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

UBS AM first reported a position in LCTD in Q2 2024 and has held it in 7 quarters since. The position peaked at $75.3M in Q2 2025. 106 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

UBS AM held 6 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $346 as of Q2 2026.
UBS AM left its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3678 holding.
UBS AM first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 7 quarters since.
UBS AM's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $75.3M in Q2 2025.
106 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.