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

World Investment Advisors’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	$218K	Sell	3,926 -59	-1%	-$3.41K	﹤0.01%	1427
2026 Q1	$220K	Sell	3,985 -10	-0.3%	-$569	﹤0.01%	1444
2025 Q4	$218K	Sell	3,995 -968	-20%	-$52.3K	﹤0.01%	1350
2025 Q3	$264K	Sell	4,963 -60	-1%	-$3.1K	0.01%	1053
2025 Q2	$255K	Sell	5,023 -219	-4%	-$10.6K	0.01%	993
2025 Q1	$242K	Buy	5,242 +420	+9%	+$19.3K	0.01%	947
2024 Q4	$210K	Buy	4,822 +155	+3%	+$7.11K	0.01%	955
2024 Q3	$227K	Buy	4,667 +25	+0.5%	+$1.16K	0.01%	827
2024 Q2	$208K	Sell	4,642 -75	-2%	-$3.4K	0.01%	589
2024 Q1	$215K	Sell	4,717 -197	-4%	-$8.69K	0.03%	368
2023 Q4	$215K	Buy	+4,914	New	+$202K	0.03%	357

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

World Investment Advisors's LCTD Position: Q2 2026 in Review

World Investment Advisors reduced its iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) stake by 1.5% in Q2 2026, selling an estimated $3.41K and leaving 3,926 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

World Investment Advisors first reported a position in LCTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $264K in Q3 2025. 107 funds tracked by Wall St. Rank hold LCTD as of Q2 2026.

World Investment Advisors held 3,926 shares of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF worth $218K as of Q2 2026.
World Investment Advisors sold 59 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $3.41K.
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1427 holding.
World Investment Advisors first reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's iShares World ex U.S. Carbon Transition Readiness Aware Active ETF position peaked at $264K in Q3 2025.
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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.