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

Ascent 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
2026 Q2	$613K	Buy	7,653 +800	+12%	+$62.1K	0.02%	488
2026 Q1	$481K	Sell	6,853 -700	-9%	-$51.4K	0.02%	509
2025 Q4	$560K	Sell	7,553 -2,245	-23%	-$165K	0.02%	470
2025 Q3	$711K	Sell	9,798 -404	-4%	-$28.2K	0.03%	427
2025 Q2	$686K	Sell	10,202 -385	-4%	-$23.9K	0.03%	406
2025 Q1	$642K	Buy	10,587 +2,902	+38%	+$186K	0.03%	400
2024 Q4	$492K	Sell	7,685 -1,611	-17%	-$104K	0.04%	377
2024 Q3	$583K	Sell	9,296 -32	-0.3%	-$1.93K	0.04%	351
2024 Q2	$554K	Buy	9,328 +3	+0%	+$171	0.05%	343
2024 Q1	$535K	Sell	9,325 -1	-0%	-$55	0.05%	341
2023 Q4	$514K	Sell	9,326 -5	-0.1%	-$244	0.05%	341
2023 Q3	$442K	Buy	9,331 +2,115	+29%	+$104K	0.05%	333
2023 Q2	$358K	Buy	+7,216	New	+$333K	0.04%	353

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

Ascent Group's LCTU Position: Q2 2026 in Review

Ascent Group increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 12% in Q2 2026, buying an estimated $62.1K and bringing the position to 7,653 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #488.

Ascent Group first reported a position in LCTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $711K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Ascent Group held 7,653 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $613K as of Q2 2026.
Ascent Group bought 800 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $62.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #488 holding.
Ascent Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and has held it in 13 quarters since.
Ascent Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $711K in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.