Ally Invest Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Ally Invest Advisors’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 Q1	$346K	Buy	4,929 +44	+0.9%	+$3.23K	0.02%	64
2025 Q4	$362K	Sell	4,885 -192	-4%	-$14.1K	0.03%	61
2025 Q3	$369K	Buy	5,077 +448	+10%	+$31.3K	0.03%	62
2025 Q2	$311K	Sell	4,629 -303	-6%	-$18.8K	0.02%	65
2025 Q1	$299K	Sell	4,932 -1,629	-25%	-$104K	0.03%	58
2024 Q4	$420K	Buy	6,561 +1,713	+35%	+$110K	0.04%	54
2024 Q3	$304K	Buy	4,848 +33	+0.7%	+$1.99K	0.03%	57
2024 Q2	$286K	Buy	4,815 +1,064	+28%	+$60.8K	0.03%	58
2024 Q1	$215K	Buy	+3,751	New	+$205K	0.02%	60

Other funds holding LCTU

VMPIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Ally Invest Advisors's LCTU Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.9% in Q1 2026, buying an estimated $3.23K and bringing the position to 4,929 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #64.

Ally Invest Advisors first reported a position in LCTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $420K in Q4 2024. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Ally Invest Advisors held 4,929 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $346K as of Q1 2026.
Ally Invest Advisors bought 44 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $3.23K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Ally Invest Advisors's portfolio in Q1 2026, its #64 holding.
Ally Invest Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 9 quarters since.
Ally Invest Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $420K in Q4 2024.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.