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
2026 Q3	$248K	Buy	+4,283	New	+$253K	0.02%	491
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Wealth Alliance's LCTD Position: Q3 2026 in Review

Wealth Alliance opened a new position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) in Q3 2026: 4,283 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in LCTD as recently as Q3 2025.

Wealth Alliance first reported a position in LCTD in Q4 2023 and has held it in 9 quarters since. The position peaked at $372K in Q3 2024. 99 funds tracked by Wall St. Rank hold LCTD as of Q3 2026.

Wealth Alliance held 4,283 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $248K as of Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF was a new Wealth Alliance position in Q3 2026.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #491 holding.
Wealth Alliance first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 9 quarters since.
Wealth Alliance's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $372K in Q3 2024.
99 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.