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

Wealth Alliance’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
2025 Q4	–	Sell	-4,917	Closed	-$262K	–	579
2025 Q3	$262K	Sell	4,917 -1,934	-28%	-$100K	0.03%	460
2025 Q2	$348K	Sell	6,851 -566	-8%	-$27.4K	0.04%	368
2025 Q1	$343K	Sell	7,417 -757	-9%	-$34.8K	0.04%	362
2024 Q4	$356K	Buy	8,174 +532	+7%	+$24.4K	0.04%	329
2024 Q3	$372K	Sell	7,642 -250	-3%	-$11.6K	0.04%	345
2024 Q2	$353K	Sell	7,892 -65	-0.8%	-$2.95K	0.05%	338
2024 Q1	$363K	Sell	7,957 -148	-2%	-$6.53K	0.05%	350
2023 Q4	$354K	Buy	+8,105	New	+$333K	0.05%	333

Other funds holding LCTD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Alliance's LCTD Position: Q4 2025 in Review

Wealth Alliance sold out of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q4 2025, closing a stake of 4,917 shares — an estimated $262K sold.

Wealth Alliance first reported a position in LCTD in Q4 2023 and held it in 8 quarters. The position peaked at $372K in Q3 2024. 100 funds tracked by Wall St. Rank hold LCTD as of Q4 2025.

Wealth Alliance reported no remaining iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
Wealth Alliance sold 4,917 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $262K.
Wealth Alliance first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 8 quarters.
Wealth Alliance's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $372K in Q3 2024.
100 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.