United Capital Financial Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

United Capital Financial Advisors’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	$640K	Sell	11,097 -2,360	-18%	-$137K	﹤0.01%	1000
2026 Q1	$744K	Sell	13,457 -388	-3%	-$22.1K	﹤0.01%	887
2025 Q4	$757K	Sell	13,845 -3,338	-19%	-$181K	﹤0.01%	825
2025 Q3	$916K	Sell	17,183 -2,511	-13%	-$130K	0.01%	669
2025 Q2	$1M	Sell	19,694 -862	-4%	-$41.7K	0.01%	594
2025 Q1	$949K	Sell	20,556 -2,780	-12%	-$128K	0.01%	575
2024 Q4	$1.02M	Buy	23,336 +1,302	+6%	+$59.7K	0.01%	543
2024 Q3	$1.07M	Sell	22,034 -229	-1%	-$10.6K	0.01%	525
2024 Q2	$997K	Buy	22,263 +2,665	+14%	+$121K	0.01%	529
2024 Q1	$895K	Sell	19,598 -1,065	-5%	-$47K	0.01%	581
2023 Q4	$904K	Buy	+20,663	New	+$849K	0.01%	577

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

United Capital Financial Advisors's LCTD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 18% in Q2 2026, selling an estimated $137K and leaving 11,097 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

United Capital Financial Advisors first reported a position in LCTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2024. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

United Capital Financial Advisors held 11,097 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $640K as of Q2 2026.
United Capital Financial Advisors sold 2,360 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $137K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1000 holding.
United Capital Financial Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
United Capital Financial Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.07M in Q3 2024.
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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.