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

WealthShield Partners’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 Q1	$5.09K	Sell	92 -3	-3%	-$171	﹤0.01%	554
2025 Q4	$5.19K	Sell	95 -26	-21%	-$1.41K	﹤0.01%	526
2025 Q3	$6.45K	Hold	121	–	–	﹤0.01%	516
2025 Q2	$6.15K	Sell	121 -4	-3%	-$194	﹤0.01%	505
2025 Q1	$5.77K	Sell	125 -266	-68%	-$12.2K	﹤0.01%	493
2024 Q4	$17K	Buy	391 +10	+3%	+$459	﹤0.01%	431
2024 Q3	$18.5K	Hold	381	–	–	﹤0.01%	431
2024 Q2	$17.1K	Hold	381	–	–	﹤0.01%	408
2024 Q1	$17.4K	Buy	+381	New	+$16.8K	﹤0.01%	403

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

PAS

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthShield Partners's LCTD Position: Q1 2026 in Review

WealthShield Partners reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 3.2% in Q1 2026, selling an estimated $171 and leaving 92 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

WealthShield Partners first reported a position in LCTD in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.5K in Q3 2024. 96 funds tracked by Wall St. Rank hold LCTD as of Q1 2026.

WealthShield Partners held 92 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $5.09K as of Q1 2026.
WealthShield Partners sold 3 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $171.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #554 holding.
WealthShield Partners first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 9 quarters since.
WealthShield Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $18.5K in Q3 2024.
96 funds tracked by Wall St. Rank held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.