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

Advisornet Financial’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 Q4	–	Sell	-2,146	Closed	-$135K	–	2133
2024 Q3	$135K	Sell	2,146 -261	-11%	-$15.8K	0.01%	620
2024 Q2	$143K	Buy	2,407 +39	+2%	+$2.23K	0.01%	555
2024 Q1	$136K	Buy	2,368 +28	+1%	+$1.53K	0.01%	553
2023 Q4	$122K	Buy	2,340 +364	+18%	+$17.8K	0.01%	591
2023 Q3	$93K	Buy	1,976 +406	+26%	+$19.9K	0.01%	638
2023 Q2	$76.7K	Buy	1,570 +59	+4%	+$2.72K	0.01%	699
2023 Q1	$68.4K	Sell	1,511 -2,207	-59%	-$97.7K	0.01%	710
2022 Q4	$158K	Buy	3,718 +493	+15%	+$21.1K	0.02%	523
2022 Q3	$129K	Buy	3,225 +2,834	+725%	+$125K	0.01%	601
2022 Q2	$16K	Buy	+391	New	+$17.8K	﹤0.01%	1211

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

FMI

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

PAS

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisornet Financial's LCTU Position: Q4 2024 in Review

Advisornet Financial sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 2,146 shares — an estimated $135K sold.

Advisornet Financial first reported a position in LCTU in Q2 2022 and held it in 10 quarters. The position peaked at $158K in Q4 2022. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

Advisornet Financial reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 2,146 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $135K.
Advisornet Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and held it in 10 quarters.
Advisornet Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $158K in Q4 2022.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.