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

Allworth 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
2026 Q2	$1.28K	Hold	16	–	–	﹤0.01%	4655
2026 Q1	$1.12K	Sell	16 -13	-45%	-$955	﹤0.01%	4536
2025 Q4	$2.12K	Hold	29	–	–	﹤0.01%	4102
2025 Q3	$2.08K	Hold	29	–	–	﹤0.01%	3983
2025 Q2	$1.92K	Hold	29	–	–	﹤0.01%	3720
2025 Q1	$1.7K	Sell	29 -4	-12%	-$256	﹤0.01%	3271
2024 Q4	$2.15K	Buy	33 +1	+3%	+$64	﹤0.01%	3134
2024 Q3	$2.04K	Sell	32 -285	-90%	-$17.2K	﹤0.01%	2965
2024 Q2	$19K	Sell	317 -2	-0.6%	-$114	﹤0.01%	1912
2024 Q1	$18.3K	Hold	319	–	–	﹤0.01%	1815
2023 Q4	$16.7K	Sell	319 -6	-2%	-$293	﹤0.01%	1737
2023 Q3	$15.3K	Sell	325 -1,095	-77%	-$53.8K	﹤0.01%	1684
2023 Q2	$69.4K	Sell	1,420 -2,155	-60%	-$99.5K	﹤0.01%	1018
2023 Q1	$162K	Buy	+3,575	New	+$158K	﹤0.01%	697

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

Allworth Financial's LCTU Position: Q2 2026 in Review

Allworth Financial held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 16 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4655.

Allworth Financial first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $162K in Q1 2023. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Allworth Financial held 16 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.28K as of Q2 2026.
Allworth Financial left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4655 holding.
Allworth Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 quarters since.
Allworth Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $162K in Q1 2023.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.