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

Wealth Enhancement Advisory Services’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	$334K	Sell	5,831 -535	-8%	-$31.6K	﹤0.01%	3241
2026 Q2	$369K	Buy	+6,366	New	+$368K	﹤0.01%	2994

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 Enhancement Advisory Services's LCTD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 8.4% in Q3 2026, selling an estimated $31.6K and leaving 5,831 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Wealth Enhancement Advisory Services first reported a position in LCTD in Q2 2026 and has held it in 2 quarters since. The position peaked at $369K in Q2 2026. 99 funds tracked by Wall St. Rank hold LCTD as of Q3 2026.

Wealth Enhancement Advisory Services held 5,831 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $334K as of Q3 2026.
Wealth Enhancement Advisory Services sold 535 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $31.6K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3241 holding.
Wealth Enhancement Advisory Services first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q2 2026 and has held it in 2 quarters since.
Wealth Enhancement Advisory Services's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $369K in Q2 2026.
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 Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.