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 Q2	$5.77K	Buy	100 +8	+9%	+$463	﹤0.01%	344
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

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

WealthShield Partners's LCTD Position: Q2 2026 in Review

WealthShield Partners increased its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 8.7% in Q2 2026, buying an estimated $463 and bringing the position to 100 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

WealthShield Partners first reported a position in LCTD in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.5K in Q3 2024. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

WealthShield Partners held 100 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $5.77K as of Q2 2026.
WealthShield Partners bought 8 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $463.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #344 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 10 quarters since.
WealthShield Partners's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $18.5K 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 WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.