AG
LCTU icon

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

AmeriFlex Group’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
2025
Q3 		– Sell
-388
Closed -$25.7K – 1234
2025
Q2 		$25.7K Sell
388
-146
-27% -$9.06K 0.01% 520
2025
Q1 		$32.3K Buy
534
+145
+37% +$9.3K 0.01% 584
2024
Q4 		$25.6K Buy
+389
New +$25.1K 0.01% 578

Other funds holding LCTU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

AmeriFlex Group's LCTU Position: Q3 2025 in Review

AmeriFlex Group sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 388 shares — an estimated $25.7K sold.

AmeriFlex Group first reported a position in LCTU in Q4 2024 and held it in 3 quarters. The position peaked at $32.3K in Q1 2025. 175 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

  • AmeriFlex Group reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 388 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $25.7K.
  • AmeriFlex Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $32.3K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.