AE Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

AE Wealth Management’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
2026 Q2	$664K	Buy	8,287 +2,645	+47%	+$205K	﹤0.01%	1088
2026 Q1	$396K	Sell	5,642 -1,886	-25%	-$139K	﹤0.01%	1226
2025 Q4	$558K	Buy	7,528 +2,064	+38%	+$152K	﹤0.01%	1008
2025 Q3	$397K	Buy	5,464 +1,213	+29%	+$84.7K	﹤0.01%	1064
2025 Q2	$286K	Buy	4,251 +229	+6%	+$14.2K	﹤0.01%	1137
2025 Q1	$244K	Sell	4,022 -1,304	-24%	-$83.6K	﹤0.01%	1190
2024 Q4	$341K	Sell	5,326 -1,346	-20%	-$86.7K	﹤0.01%	1044
2024 Q3	$419K	Sell	6,672 -675	-9%	-$40.8K	﹤0.01%	935
2024 Q2	$436K	Sell	7,347 -334	-4%	-$19.1K	﹤0.01%	918
2024 Q1	$441K	Sell	7,681 -15,841	-67%	-$867K	0.01%	854
2023 Q4	$1.26M	Buy	23,522 +3,447	+17%	+$168K	0.01%	1069
2023 Q3	$945K	Buy	20,075 +4,168	+26%	+$205K	0.01%	1117
2023 Q2	$777K	Buy	15,907 +1,068	+7%	+$49.3K	﹤0.01%	1186
2023 Q1	$671K	Sell	14,839 -515	-3%	-$22.8K	﹤0.01%	1211
2022 Q4	$651K	Buy	15,354 +3,841	+33%	+$164K	﹤0.01%	1171
2022 Q3	$459K	Buy	11,513 +4,624	+67%	+$205K	﹤0.01%	1303
2022 Q2	$288K	Buy	+6,889	New	+$314K	﹤0.01%	1451

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AE Wealth Management's LCTU Position: Q2 2026 in Review

AE Wealth Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 47% in Q2 2026, buying an estimated $205K and bringing the position to 8,287 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

AE Wealth Management first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2023. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

AE Wealth Management held 8,287 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $664K as of Q2 2026.
AE Wealth Management bought 2,645 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $205K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1088 holding.
AE Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
AE Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.26M in Q4 2023.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.