Acorn Financial Advisory Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Acorn Financial Advisory Services’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,680	Closed	-$454K	–	229
2023 Q4	$454K	Buy	+8,680	New	+$424K	0.08%	152

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Acorn Financial Advisory Services's LCTU Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2024, closing a stake of 8,680 shares — an estimated $454K sold.

Acorn Financial Advisory Services first reported a position in LCTU in Q4 2023 and held it in 1 quarter. The position peaked at $454K in Q4 2023. 146 funds tracked by Wall St. Rank hold LCTU as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 8,680 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $454K.
Acorn Financial Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 1 quarter.
Acorn Financial Advisory Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $454K in Q4 2023.
146 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.