Aspire Private Capital’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Aspire Private Capital’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
2024 Q2	–	Sell	-511	Closed	-$29.3K	–	725
2024 Q1	$29.3K	Sell	511 -17	-3%	-$930	0.01%	278
2023 Q4	$27.6K	Buy	528 +114	+28%	+$5.57K	0.01%	275
2023 Q3	$19.5K	Buy	414 +123	+42%	+$6.04K	0.01%	316
2023 Q2	$14.2K	Hold	291	–	–	﹤0.01%	334
2023 Q1	$13.2K	Buy	291 +22	+8%	+$974	﹤0.01%	333
2022 Q4	$11.4K	Buy	+269	New	+$11.5K	﹤0.01%	348

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Aspire Private Capital's LCTU Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2024, closing a stake of 511 shares — an estimated $29.3K sold.

Aspire Private Capital first reported a position in LCTU in Q4 2022 and held it in 6 quarters. The position peaked at $29.3K in Q1 2024. 155 funds tracked by Wall St. Rank hold LCTU as of Q2 2024.

Aspire Private Capital reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 511 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2024, an estimated $29.3K.
Aspire Private Capital first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 6 quarters.
Aspire Private Capital's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $29.3K in Q1 2024.
155 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.